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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 | $135,211 | $117,904+14.7% | $102,457+32.0% | $145,978-7.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 15.13% | 31.80%-16.7pp | 29.41%-14.3pp | 550.52%-535.4pp |
| Employer contribution / active EE | $3,932 | $3,613+8.8% | $3,022+30.1% | $4,662-15.7% |
| Participant deferral / active EE | $9,123 | $5,733+59.1% | $5,054+80.5% | $6,690+36.4% |
| Admin fee / account holder | $5,872 | $13,329-55.9% | $9,451-37.9% | $13,400-56.2% |