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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 | $125,984 | $105,856+19.0% | $90,161+39.7% | $147,586-14.6% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 21.59% | 37.63%-16.0pp | 34.89%-13.3pp | 578.59%-557.0pp |
| Employer contribution / active EE | $8,292 | $4,126+101.0% | $3,318+149.9% | $4,876+70.0% |
| Participant deferral / active EE | $7,172 | $5,733+25.1% | $5,287+35.7% | $5,439+31.9% |
| Admin fee / account holder | $1,113 | $8,046-86.2% | $5,943-81.3% | $10,886-89.8% |