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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 | $121,072 | $106,267+13.9% | $96,520+25.4% | $139,456-13.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 14.12% | 38.45%-24.3pp | 35.72%-21.6pp | 373.45%-359.3pp |
| Employer contribution / active EE | $3,836 | $4,105-6.5% | $3,739+2.6% | $4,753-19.3% |
| Participant deferral / active EE | $10,964 | $5,454+101.0% | $4,879+124.7% | $6,711+63.4% |
| Admin fee / account holder | $12,171 | $7,882+54.4% | $6,733+80.8% | $11,407+6.7% |