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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 | $110,337+12.4% | $102,383+21.1% | $145,877-15.0% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 10.74% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $11,413 | $4,216+170.7% | $3,870+194.9% | $4,663+144.8% |
| Participant deferral / active EE | $8,930 | $5,621+58.9% | $5,060+76.5% | $6,691+33.5% |
| Admin fee / account holder | $3,280 | $9,750-66.4% | $8,391-60.9% | $13,402-75.5% |