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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 | $128,142 | $124,980+2.5% | $108,359+18.3% | $154,746-17.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 70.1%+22.7pp | 80.7%+12.2pp |
| Annual return | 16.73% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $9,552 | $2,851+235.1% | $2,399+298.1% | $4,379+118.1% |
| Participant deferral / active EE | $10,639 | $4,743+124.3% | $4,137+157.2% | $6,730+58.1% |
| Admin fee / account holder | $2,094 | $11,502-81.8% | $9,741-78.5% | $14,365-85.4% |