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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 | $136,650 | $106,247+28.6% | $96,515+41.6% | $139,466-2.0% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 20.34% | 38.47%-18.1pp | 35.73%-15.4pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,970 | $4,106-52.0% | $3,740-47.3% | $4,754-58.6% |
| Participant deferral / active EE | $10,450 | $5,456+91.5% | $4,880+114.2% | $6,712+55.7% |
| Admin fee / account holder | $4,707 | $7,885-40.3% | $6,735-30.1% | $11,409-58.7% |