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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 | $124,081 | $110,410+12.4% | $102,437+21.1% | $145,897-15.0% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 13.21% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,039 | $4,217-27.9% | $3,871-21.5% | $4,663-34.8% |
| Participant deferral / active EE | $7,548 | $5,622+34.3% | $5,060+49.2% | $6,689+12.8% |
| Admin fee / account holder | $7,550 | $9,745-22.5% | $8,388-10.0% | $13,390-43.6% |