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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 | $140,876 | $127,790+10.2% | $106,555+32.2% | $167,536-15.9% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 13.85% | 33.88%-20.0pp | 26.80%-13.0pp | 478.82%-465.0pp |
| Employer contribution / active EE | $11,572 | $3,428+237.6% | $2,819+310.4% | $4,839+139.1% |
| Participant deferral / active EE | $6,924 | $5,088+36.1% | $4,399+57.4% | $6,342+9.2% |
| Admin fee / account holder | $5,843 | $11,229-48.0% | $7,408-21.1% | $12,315-52.6% |