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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 | $140,341 | $183,627-23.6% | $155,602-9.8% | $145,978-3.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.71% | 61.32%-47.6pp | 64.81%-51.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $7,099 | $5,316+33.5% | $4,675+51.8% | $4,662+52.3% |
| Participant deferral / active EE | $5,176 | $6,466-20.0% | $5,629-8.0% | $6,690-22.6% |
| Admin fee / account holder | $25,919 | $19,327+34.1% | $15,923+62.8% | $13,400+93.4% |