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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 | $139,918 | $106,247+31.7% | $96,515+45.0% | $139,466+0.3% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 17.79% | 38.47%-20.7pp | 35.73%-17.9pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,432 | $4,106-16.4% | $3,740-8.2% | $4,754-27.8% |
| Participant deferral / active EE | $8,389 | $5,456+53.8% | $4,880+71.9% | $6,712+25.0% |
| Admin fee / account holder | $6,393 | $7,885-18.9% | $6,735-5.1% | $11,409-44.0% |