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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 | $138,606 | $103,393+34.1% | $87,103+59.1% | $152,909-9.4% |
| Participation rate | 89.5% | 79.4%+10.1pp | 76.9%+12.6pp | 82.5%+7.0pp |
| Annual return | 21.40% | 28.10%-6.7pp | 28.19%-6.8pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,203 | $3,221-62.7% | $2,521-52.3% | $4,764-74.7% |
| Participant deferral / active EE | $5,615 | $4,778+17.5% | $4,049+38.7% | $5,851-4.0% |
| Admin fee / account holder | $4,524 | $12,195-62.9% | $7,491-39.6% | $11,601-61.0% |