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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 | $89,833 | $110,379-18.6% | $102,412-12.3% | $145,884-38.4% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.94% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $6,621 | $4,216+57.0% | $3,870+71.1% | $4,662+42.0% |
| Participant deferral / active EE | $17,581 | $5,622+212.7% | $5,060+247.4% | $6,690+162.8% |
| Admin fee / account holder | $27,585 | $9,745+183.1% | $8,388+228.9% | $13,392+106.0% |