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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 | $190,459 | $115,225+65.3% | $100,712+89.1% | $138,895+37.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 9.92% | 40.35%-30.4pp | 33.27%-23.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $12,893 | $2,771+365.3% | $2,313+457.5% | $4,194+207.4% |
| Participant deferral / active EE | $6,840 | $4,699+45.6% | $4,085+67.4% | $6,396+6.9% |
| Admin fee / account holder | $846 | $10,844-92.2% | $9,256-90.9% | $12,562-93.3% |