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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 | $128,750 | $117,846+9.3% | $102,434+25.7% | $145,884-11.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 15.99% | 31.90%-15.9pp | 29.46%-13.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $882 | $3,615-75.6% | $3,023-70.8% | $4,662-81.1% |
| Participant deferral / active EE | $6,484 | $5,733+13.1% | $5,055+28.3% | $6,690-3.1% |
| Admin fee / account holder | $25,091 | $13,356+87.9% | $9,462+165.2% | $13,392+87.4% |