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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 | $136,843 | $112,729+21.4% | $98,716+38.6% | $137,256-0.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 17.22% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $16,639 | $2,725+510.5% | $2,279+630.2% | $4,156+300.4% |
| Participant deferral / active EE | $5,200 | $4,640+12.1% | $4,048+28.5% | $6,407-18.8% |
| Admin fee / account holder | $627 | $10,129-93.8% | $8,703-92.8% | $12,270-94.9% |