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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 | $141,503 | $201,370-29.7% | $184,256-23.2% | $145,897-3.0% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 11.22% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,334 | $7,024-66.8% | $6,427-63.7% | $4,663-49.9% |
| Participant deferral / active EE | $11,380 | $9,808+16.0% | $9,133+24.6% | $6,689+70.1% |
| Admin fee / account holder | $20,978 | $16,364+28.2% | $13,899+50.9% | $13,390+56.7% |