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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 | $134,562 | $112,121+20.0% | $95,960+40.2% | $158,966-15.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 9.04% | 171.16%-162.1pp | 91.63%-82.6pp | 302.95%-293.9pp |
| Employer contribution / active EE | $2,186 | $3,199-31.7% | $2,541-14.0% | $4,762-54.1% |
| Participant deferral / active EE | $10,689 | $4,784+123.4% | $4,167+156.5% | $5,983+78.6% |
| Admin fee / account holder | $9,285 | $10,135-8.4% | $6,797+36.6% | $11,250-17.5% |