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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 | $135,596 | $110,379+22.8% | $102,412+32.4% | $145,884-7.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.92% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,859 | $4,216-32.2% | $3,870-26.1% | $4,662-38.7% |
| Participant deferral / active EE | $6,956 | $5,622+23.7% | $5,060+37.5% | $6,690+4.0% |
| Admin fee / account holder | $57,098 | $9,745+485.9% | $8,388+580.7% | $13,392+326.4% |