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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 | $125,436 | $211,239-40.6% | $178,528-29.7% | $145,877-14.0% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.79% | 30.22%-15.4pp | 27.11%-12.3pp | 551.28%-536.5pp |
| Employer contribution / active EE | $7,496 | $4,570+64.0% | $3,950+89.8% | $4,663+60.8% |
| Participant deferral / active EE | $8,449 | $6,963+21.4% | $6,278+34.6% | $6,691+26.3% |
| Admin fee / account holder | $341 | $12,095-97.2% | $10,419-96.7% | $13,402-97.5% |