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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 | $134,380 | $135,953-1.2% | $123,893+8.5% | $273,965-51.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 11.82% | 56.63%-44.8pp | 47.52%-35.7pp | 41.45%-29.6pp |
| Employer contribution / active EE | $12,481 | $5,170+141.4% | $4,617+170.3% | $4,869+156.4% |
| Participant deferral / active EE | $10,683 | $6,343+68.4% | $5,984+78.5% | $5,287+102.1% |
| Admin fee / account holder | $769 | $9,817-92.2% | $8,357-90.8% | $10,132-92.4% |