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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 | $127,718 | $135,956-6.1% | $123,894+3.1% | $273,972-53.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 4.38% | 56.63%-52.3pp | 47.52%-43.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $14,232 | $5,170+175.3% | $4,617+208.3% | $4,869+192.3% |
| Participant deferral / active EE | $8,774 | $6,343+38.3% | $5,984+46.6% | $5,287+65.9% |
| Admin fee / account holder | $446 | $9,817-95.5% | $8,357-94.7% | $10,133-95.6% |