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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 | $110,410+12.3% | $102,437+21.1% | $145,897-15.0% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 10.74% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $11,413 | $4,217+170.6% | $3,871+194.9% | $4,663+144.8% |
| Participant deferral / active EE | $8,930 | $5,622+58.9% | $5,060+76.5% | $6,689+33.5% |
| Admin fee / account holder | $3,280 | $9,745-66.3% | $8,388-60.9% | $13,390-75.5% |