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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 | $144,844 | $110,379+31.2% | $102,412+41.4% | $145,884-0.7% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+21.0pp | 80.3%+15.2pp |
| Annual return | 26.20% | 24.84%+1.4pp | 24.94%+1.3pp | 551.85%-525.7pp |
| Employer contribution / active EE | $13,046 | $4,216+209.4% | $3,870+237.1% | $4,662+179.8% |
| Participant deferral / active EE | $5,716 | $5,622+1.7% | $5,060+13.0% | $6,690-14.5% |
| Admin fee / account holder | $18,733 | $9,745+92.2% | $8,388+123.3% | $13,392+39.9% |