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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 | $147,499 | $110,248+33.8% | $95,728+54.1% | $139,456+5.8% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 9.49% | 27.16%-17.7pp | 28.40%-18.9pp | 373.45%-364.0pp |
| Employer contribution / active EE | $7,501 | $3,258+130.2% | $2,835+164.6% | $4,753+57.8% |
| Participant deferral / active EE | $11,085 | $4,675+137.1% | $4,245+161.2% | $6,711+65.2% |
| Admin fee / account holder | $1,104 | $6,607-83.3% | $5,673-80.5% | $11,407-90.3% |