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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 | $111,309 | $98,240+13.3% | $82,312+35.2% | $147,586-24.6% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 11.07% | 30.85%-19.8pp | 25.88%-14.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,819 | $3,192-43.0% | $2,428-25.1% | $4,876-62.7% |
| Participant deferral / active EE | $8,624 | $4,383+96.7% | $3,706+132.7% | $5,439+58.6% |
| Admin fee / account holder | $20,385 | $8,563+138.1% | $5,608+263.5% | $10,886+87.3% |