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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 | $138,718 | $114,119+21.6% | $107,187+29.4% | $138,895-0.1% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 79.9%+15.5pp |
| Annual return | 13.97% | 273.21%-259.2pp | 204.55%-190.6pp | 145.39%-131.4pp |
| Employer contribution / active EE | $909 | $4,059-77.6% | $3,782-76.0% | $4,194-78.3% |
| Participant deferral / active EE | $4,602 | $5,538-16.9% | $5,096-9.7% | $6,396-28.1% |
| Admin fee / account holder | $5,121 | $10,024-48.9% | $9,162-44.1% | $12,562-59.2% |