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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 | $135,658 | $117,895+15.1% | $102,460+32.4% | $145,897-7.0% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | 12.79% | 31.92%-19.1pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,374 | $3,619-6.8% | $3,025+11.5% | $4,663-27.6% |
| Participant deferral / active EE | $8,060 | $5,736+40.5% | $5,056+59.4% | $6,689+20.5% |
| Admin fee / account holder | $16,321 | $13,353+22.2% | $9,460+72.5% | $13,390+21.9% |