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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 | $135,651 | $110,212+23.1% | $96,534+40.5% | $139,466-2.7% |
| Participation rate | 86.7% | 78.1%+8.5pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 12.26% | 26.42%-14.2pp | 25.88%-13.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,447 | $3,620-60.0% | $2,965-51.2% | $4,754-69.6% |
| Participant deferral / active EE | $10,012 | $5,547+80.5% | $4,851+106.4% | $6,712+49.2% |
| Admin fee / account holder | $41,359 | $11,599+256.6% | $8,253+401.1% | $11,409+262.5% |