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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 | $125,107 | $110,337+13.4% | $102,383+22.2% | $145,877-14.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 28.80% | 24.83%+4.0pp | 24.94%+3.9pp | 551.28%-522.5pp |
| Employer contribution / active EE | $16,674 | $4,216+295.5% | $3,870+330.8% | $4,663+257.6% |
| Participant deferral / active EE | $16,544 | $5,621+194.3% | $5,060+227.0% | $6,691+147.3% |
| Admin fee / account holder | $651 | $9,750-93.3% | $8,391-92.2% | $13,402-95.1% |