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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 | $119,801 | $111,814+7.1% | $103,374+15.9% | $145,959-17.9% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 16.95% | 24.77%-7.8pp | 24.89%-7.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $7,925 | $4,214+88.1% | $3,869+104.8% | $4,661+70.0% |
| Participant deferral / active EE | $6,550 | $5,618+16.6% | $5,058+29.5% | $6,689-2.1% |
| Admin fee / account holder | $12,823 | $9,754+31.5% | $8,394+52.8% | $13,398-4.3% |