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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 | $113,426 | $211,288-46.3% | $178,540-36.5% | $145,884-22.2% |
| Participation rate | 81.3% | 80.8%+0.4pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 13.98% | 30.27%-16.3pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $7,026 | $4,574+53.6% | $3,953+77.7% | $4,662+50.7% |
| Participant deferral / active EE | $1,373 | $6,967-80.3% | $6,281-78.1% | $6,690-79.5% |
| Admin fee / account holder | $8,399 | $12,105-30.6% | $10,424-19.4% | $13,392-37.3% |