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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 | $132,254 | $117,829+12.2% | $102,423+29.1% | $145,877-9.3% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 17.67% | 31.83%-14.2pp | 29.42%-11.7pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,889 | $3,615-20.1% | $3,023-4.4% | $4,663-38.0% |
| Participant deferral / active EE | $8,428 | $5,732+47.0% | $5,054+66.7% | $6,691+26.0% |
| Admin fee / account holder | $1,719 | $13,335-87.1% | $9,455-81.8% | $13,402-87.2% |