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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 | $118,511 | $117,895+0.5% | $102,460+15.7% | $145,897-18.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 13.20% | 31.92%-18.7pp | 29.47%-16.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $4,959 | $3,619+37.0% | $3,025+63.9% | $4,663+6.3% |
| Participant deferral / active EE | $8,634 | $5,736+50.5% | $5,056+70.8% | $6,689+29.1% |
| Admin fee / account holder | $986 | $13,353-92.6% | $9,460-89.6% | $13,390-92.6% |