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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 | $135,007 | $117,433+15.0% | $99,475+35.7% | $152,897-11.7% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.5%+3.3pp |
| Annual return | 17.97% | 31.87%-13.9pp | 30.72%-12.8pp | 345.43%-327.5pp |
| Employer contribution / active EE | $799 | $3,013-73.5% | $2,540-68.5% | $4,764-83.2% |
| Participant deferral / active EE | $7,903 | $4,086+93.4% | $3,619+118.4% | $5,851+35.1% |
| Admin fee / account holder | $2,398 | $7,634-68.6% | $6,252-61.7% | $11,599-79.3% |