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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 | $112,816 | $127,779-11.7% | $106,551+5.9% | $167,518-32.7% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 11.43% | 33.87%-22.4pp | 26.80%-15.4pp | 478.71%-467.3pp |
| Employer contribution / active EE | $2,573 | $3,427-24.9% | $2,819-8.7% | $4,838-46.8% |
| Participant deferral / active EE | $4,750 | $5,088-6.6% | $4,398+8.0% | $6,342-25.1% |
| Admin fee / account holder | $13,698 | $11,228+22.0% | $7,408+84.9% | $12,312+11.2% |