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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 | $119,145 | $107,421+10.9% | $182,262-34.6% | $94,015+26.7% |
| Participation rate | 77.3% | 77.8%-0.5pp | 84.2%-6.9pp | 70.8%+6.5pp |
| Annual return | 21.68% | 21.32%+0.4pp | 140.60%-118.9pp | 17.84%+3.8pp |
| Employer contribution / active EE | $1,815 | $3,448-47.4% | $5,046-64.0% | $2,790-34.9% |
| Participant deferral / active EE | $9,519 | $6,558+45.1% | $8,276+15.0% | $4,249+124.0% |
| Admin fee / account holder | $7,980 | $8,692-8.2% | $16,712-52.2% | $8,951-10.8% |