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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 | $130,613 | $125,797+3.8% | $170,057-23.2% | $75,177+73.7% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 20.60% | 27.20%-6.6pp | 53.42%-32.8pp | 160.75%-140.2pp |
| Employer contribution / active EE | $4,249 | $4,616-8.0% | $6,790-37.4% | $2,671+59.1% |
| Participant deferral / active EE | $7,507 | $6,838+9.8% | $10,411-27.9% | $4,126+81.9% |
| Admin fee / account holder | $4,199 | $8,177-48.6% | $12,826-67.3% | $5,651-25.7% |