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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 | $122,405 | $118,496+3.3% | $98,461+24.3% | $139,466-12.2% |
| Participation rate | 82.4% | 77.5%+4.9pp | 75.2%+7.2pp | 80.3%+2.0pp |
| Annual return | 15.07% | 18.96%-3.9pp | 21.17%-6.1pp | 373.66%-358.6pp |
| Employer contribution / active EE | $5,299 | $3,611+46.8% | $3,049+73.8% | $4,754+11.5% |
| Participant deferral / active EE | $8,493 | $5,393+57.5% | $4,738+79.2% | $6,712+26.5% |
| Admin fee / account holder | $28,332 | $14,056+101.6% | $8,961+216.2% | $11,409+148.3% |