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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 | $114,876 | $124,330-7.6% | $109,173+5.2% | $167,536-31.4% |
| Participation rate | 90.9% | 79.5%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 13.03% | 26.04%-13.0pp | 25.75%-12.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $3,795 | $4,209-9.8% | $3,723+1.9% | $4,839-21.6% |
| Participant deferral / active EE | $11,835 | $5,256+125.2% | $4,654+154.3% | $6,342+86.6% |
| Admin fee / account holder | $8,724 | $7,974+9.4% | $6,755+29.1% | $12,315-29.2% |