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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,897 | $114,013+6.0% | $103,693+16.6% | $155,188-22.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 10.26% | 49.31%-39.1pp | 47.61%-37.4pp | 148.84%-138.6pp |
| Employer contribution / active EE | $10,669 | $3,131+240.7% | $2,920+265.3% | $4,248+151.2% |
| Participant deferral / active EE | $8,152 | $4,970+64.0% | $4,579+78.0% | $6,531+24.8% |
| Admin fee / account holder | $7,876 | $8,407-6.3% | $7,858+0.2% | $14,480-45.6% |