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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 | $110,337+23.4% | $102,383+32.9% | $145,877-6.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.36% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,250 | $4,216-70.4% | $3,870-67.7% | $4,663-73.2% |
| Participant deferral / active EE | $4,217 | $5,621-25.0% | $5,060-16.7% | $6,691-37.0% |
| Admin fee / account holder | $699 | $9,750-92.8% | $8,391-91.7% | $13,402-94.8% |