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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 | $130,445 | $110,278+18.3% | $95,740+36.2% | $139,466-6.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.05% | 27.19%-13.1pp | 28.41%-14.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $7,145 | $3,260+119.1% | $2,836+151.9% | $4,754+50.3% |
| Participant deferral / active EE | $7,286 | $4,674+55.9% | $4,244+71.7% | $6,712+8.6% |
| Admin fee / account holder | $369,210 | $6,613+5482.9% | $5,676+6404.3% | $11,409+3136.2% |