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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 | $191,704 | $154,209+24.3% | $130,062+47.4% | $139,487+37.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 13.47% | 32.52%-19.1pp | -137.37%+150.8pp | 373.84%-360.4pp |
| Employer contribution / active EE | $4,787 | $5,292-9.5% | $4,322+10.8% | $4,755+0.7% |
| Participant deferral / active EE | $10,653 | $6,709+58.8% | $5,821+83.0% | $6,713+58.7% |
| Admin fee / account holder | $844 | $13,988-94.0% | $10,601-92.0% | $11,407-92.6% |