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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 | $112,729+13.7% | $98,716+29.8% | $137,256-6.6% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 16.73% | 38.48%-21.7pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $9,552 | $2,725+250.5% | $2,279+319.2% | $4,156+129.8% |
| Participant deferral / active EE | $10,639 | $4,640+129.3% | $4,048+162.9% | $6,407+66.1% |
| Admin fee / account holder | $2,094 | $10,129-79.3% | $8,703-75.9% | $12,270-82.9% |