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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 | $145,904 | $124,351+17.3% | $109,188+33.6% | $167,553-12.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 12.07% | 26.04%-14.0pp | 25.76%-13.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $12,708 | $4,210+201.9% | $3,723+241.3% | $4,840+162.6% |
| Participant deferral / active EE | $8,469 | $5,257+61.1% | $4,654+82.0% | $6,343+33.5% |
| Admin fee / account holder | $2,600 | $7,975-67.4% | $6,755-61.5% | $12,316-78.9% |