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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 | $138,963 | $110,337+25.9% | $102,383+35.7% | $145,877-4.7% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 13.36% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $3,043 | $4,216-27.8% | $3,870-21.4% | $4,663-34.7% |
| Participant deferral / active EE | $4,416 | $5,621-21.4% | $5,060-12.7% | $6,691-34.0% |
| Admin fee / account holder | $26,812 | $9,750+175.0% | $8,391+219.5% | $13,402+100.1% |