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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 | $136,349 | $100,279+36.0% | $81,353+67.6% | $145,884-6.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 12.17% | 34.49%-22.3pp | 24.82%-12.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,160 | $2,979-61.1% | $2,464-52.9% | $4,662-75.1% |
| Participant deferral / active EE | $10,052 | $4,611+118.0% | $3,885+158.8% | $6,690+50.3% |
| Admin fee / account holder | $1,170 | $8,206-85.7% | $5,766-79.7% | $13,392-91.3% |