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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 | $132,380 | $114,013+16.1% | $103,693+27.7% | $155,188-14.7% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.7pp | 80.8%-7.5pp |
| Annual return | 18.16% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $6,907 | $3,131+120.6% | $2,920+136.5% | $4,248+62.6% |
| Participant deferral / active EE | $12,028 | $4,970+142.0% | $4,579+162.7% | $6,531+84.2% |
| Admin fee / account holder | $4,532 | $8,407-46.1% | $7,858-42.3% | $14,480-68.7% |