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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 | $141,386 | $117,846+20.0% | $102,434+38.0% | $145,884-3.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 9.54% | 31.90%-22.4pp | 29.46%-19.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $3,062 | $3,615-15.3% | $3,023+1.3% | $4,662-34.3% |
| Participant deferral / active EE | $4,400 | $5,733-23.3% | $5,055-13.0% | $6,690-34.2% |
| Admin fee / account holder | $1,007 | $13,356-92.5% | $9,462-89.4% | $13,392-92.5% |