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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 | $155,579 | $107,809+44.3% | $97,032+60.3% | $155,188+0.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 20.95% | 38.06%-17.1pp | 35.38%-14.4pp | 148.84%-127.9pp |
| Employer contribution / active EE | $5,982 | $2,911+105.5% | $2,629+127.5% | $4,248+40.8% |
| Participant deferral / active EE | $20,550 | $5,129+300.6% | $4,672+339.8% | $6,531+214.6% |
| Admin fee / account holder | $314 | $10,717-97.1% | $9,418-96.7% | $14,480-97.8% |