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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 | $159,505 | $180,028-11.4% | $138,135+15.5% | $158,982+0.3% |
| Participation rate | 93.3% | 82.2%+11.1pp | 78.7%+14.6pp | 82.0%+11.4pp |
| Annual return | 10.74% | 21.68%-10.9pp | 20.51%-9.8pp | 302.99%-292.3pp |
| Employer contribution / active EE | $14,579 | $7,470+95.2% | $5,587+160.9% | $4,763+206.1% |
| Participant deferral / active EE | $4,994 | $7,717-35.3% | $6,431-22.4% | $5,983-16.5% |
| Admin fee / account holder | $387 | $17,912-97.8% | $11,856-96.7% | $11,252-96.6% |