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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 | $137,496 | $197,625-30.4% | $177,840-22.7% | $158,966-13.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 14.66% | 58.76%-44.1pp | 48.32%-33.7pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,749 | $6,698-73.9% | $5,919-70.5% | $4,762-63.3% |
| Participant deferral / active EE | $12,982 | $8,405+54.5% | $7,714+68.3% | $5,983+117.0% |
| Admin fee / account holder | $874 | $15,405-94.3% | $12,431-93.0% | $11,250-92.2% |