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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 | $124,002 | $111,814+10.9% | $103,374+20.0% | $145,959-15.0% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 10.74% | 24.77%-14.0pp | 24.89%-14.2pp | 561.95%-551.2pp |
| Employer contribution / active EE | $11,413 | $4,214+170.9% | $3,869+195.0% | $4,661+144.9% |
| Participant deferral / active EE | $8,930 | $5,618+58.9% | $5,058+76.6% | $6,689+33.5% |
| Admin fee / account holder | $3,280 | $9,754-66.4% | $8,394-60.9% | $13,398-75.5% |