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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 | $111,814+9.0% | $103,374+17.9% | $145,959-16.5% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 9.56% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,124 | $4,214-49.6% | $3,869-45.1% | $4,661-54.4% |
| Participant deferral / active EE | $18,308 | $5,618+225.9% | $5,058+262.0% | $6,689+173.7% |
| Admin fee / account holder | $10,155 | $9,754+4.1% | $8,394+21.0% | $13,398-24.2% |