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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 | $113,450 | $101,618+11.6% | $93,063+21.9% | $137,256-17.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 28.04% | 223.95%-195.9pp | 34.15%-6.1pp | 220.34%-192.3pp |
| Employer contribution / active EE | $5,408 | $2,707+99.8% | $2,476+118.4% | $4,156+30.1% |
| Participant deferral / active EE | $10,630 | $4,279+148.4% | $3,958+168.6% | $6,407+65.9% |
| Admin fee / account holder | $1,498 | $6,198-75.8% | $6,033-75.2% | $12,270-87.8% |