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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 | $114,797 | $117,846-2.6% | $102,434+12.1% | $145,884-21.3% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.1pp |
| Annual return | 11.97% | 31.90%-19.9pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,852 | $3,615-48.8% | $3,023-38.7% | $4,662-60.3% |
| Participant deferral / active EE | $7,173 | $5,733+25.1% | $5,055+41.9% | $6,690+7.2% |
| Admin fee / account holder | $43,899 | $13,356+228.7% | $9,462+364.0% | $13,392+227.8% |