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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 | $148,628 | $201,370-26.2% | $184,256-19.3% | $145,897+1.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.05% | 29.05%-17.0pp | 28.85%-16.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $10,980 | $7,024+56.3% | $6,427+70.8% | $4,663+135.5% |
| Participant deferral / active EE | $6,767 | $9,808-31.0% | $9,133-25.9% | $6,689+1.2% |
| Admin fee / account holder | $555 | $16,364-96.6% | $13,899-96.0% | $13,390-95.9% |