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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 | $114,765 | $113,338+1.3% | $94,993+20.8% | $147,585-22.2% |
| Participation rate | 91.7% | 78.0%+13.7pp | 73.9%+17.8pp | 82.8%+8.8pp |
| Annual return | 14.18% | 20.80%-6.6pp | 27.14%-13.0pp | 578.58%-564.4pp |
| Employer contribution / active EE | $9,441 | $3,160+198.7% | $2,603+262.6% | $4,876+93.6% |
| Participant deferral / active EE | $4,935 | $3,777+30.6% | $3,317+48.8% | $5,439-9.3% |
| Admin fee / account holder | $447 | $6,063-92.6% | $4,960-91.0% | $10,886-95.9% |