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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 | $105,881 | $103,392+2.4% | $87,104+21.6% | $152,897-30.8% |
| Participation rate | 95.5% | 79.4%+16.1pp | 76.9%+18.6pp | 82.5%+13.0pp |
| Annual return | 18.18% | 28.10%-9.9pp | 28.19%-10.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,222 | $3,221-62.1% | $2,521-51.5% | $4,764-74.3% |
| Participant deferral / active EE | $5,601 | $4,778+17.2% | $4,048+38.4% | $5,851-4.3% |
| Admin fee / account holder | $12,997 | $12,194+6.6% | $7,491+73.5% | $11,599+12.0% |