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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 | $121,902 | $110,337+10.5% | $102,383+19.1% | $145,877-16.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 9.56% | 24.83%-15.3pp | 24.94%-15.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,124 | $4,216-49.6% | $3,870-45.1% | $4,663-54.5% |
| Participant deferral / active EE | $18,308 | $5,621+225.7% | $5,060+261.8% | $6,691+173.6% |
| Admin fee / account holder | $10,155 | $9,750+4.2% | $8,391+21.0% | $13,402-24.2% |