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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 | $123,731 | $101,069+22.4% | $81,478+51.9% | $147,585-16.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 16.34% | 32.40%-16.1pp | 38.78%-22.4pp | 578.57%-562.2pp |
| Employer contribution / active EE | $2,554 | $3,205-20.3% | $2,568-0.5% | $4,876-47.6% |
| Participant deferral / active EE | $6,375 | $4,242+50.3% | $3,537+80.2% | $5,439+17.2% |
| Admin fee / account holder | $697 | $5,812-88.0% | $4,561-84.7% | $10,885-93.6% |