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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 | $136,104 | $111,814+21.7% | $103,374+31.7% | $145,959-6.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.36% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,250 | $4,214-70.3% | $3,869-67.7% | $4,661-73.2% |
| Participant deferral / active EE | $4,217 | $5,618-24.9% | $5,058-16.6% | $6,689-37.0% |
| Admin fee / account holder | $699 | $9,754-92.8% | $8,394-91.7% | $13,398-94.8% |