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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 | $119,570 | $102,609+16.5% | $98,090+21.9% | $138,895-13.9% |
| Participation rate | 94.4% | 82.8%+11.7pp | 81.5%+12.9pp | 79.9%+14.5pp |
| Annual return | 14.53% | 36.44%-21.9pp | 37.05%-22.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $7,561 | $3,867+95.5% | $3,606+109.7% | $4,194+80.3% |
| Participant deferral / active EE | $5,982 | $8,167-26.8% | $7,845-23.7% | $6,396-6.5% |
| Admin fee / account holder | $19,419 | $11,434+69.8% | $11,815+64.4% | $12,562+54.6% |