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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 | $103,632 | $124,425-16.7% | $112,040-7.5% | $137,256-24.5% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 20.32% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $15,472 | $3,411+353.5% | $2,954+423.8% | $4,156+272.3% |
| Participant deferral / active EE | $9,941 | $5,718+73.8% | $5,098+95.0% | $6,407+55.2% |
| Admin fee / account holder | $18,501 | $15,207+21.7% | $12,098+52.9% | $12,270+50.8% |