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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 | $134,176 | $106,247+26.3% | $96,515+39.0% | $139,466-3.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 18.72% | 38.47%-19.7pp | 35.73%-17.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $6,542 | $4,106+59.3% | $3,740+74.9% | $4,754+37.6% |
| Participant deferral / active EE | $14,894 | $5,456+173.0% | $4,880+205.2% | $6,712+121.9% |
| Admin fee / account holder | $2,113 | $7,885-73.2% | $6,735-68.6% | $11,409-81.5% |