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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 | $116,935 | $86,298+35.5% | $111,308+5.1% | $85,847+36.2% |
| Participation rate | 77.8% | 73.3%+4.4pp | 77.3%+0.5pp | 69.3%+8.5pp |
| Annual return | 11.67% | 19.99%-8.3pp | 54.67%-43.0pp | 318.61%-306.9pp |
| Employer contribution / active EE | $517 | $2,044-74.7% | $2,732-81.1% | $2,565-79.8% |
| Participant deferral / active EE | $5,602 | $3,641+53.9% | $4,487+24.8% | $3,952+41.7% |
| Admin fee / account holder | $28,767 | $8,189+251.3% | $7,965+261.2% | $6,261+359.5% |