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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 | $139,733 | $176,786-21.0% | $146,643-4.7% | $167,536-16.6% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.71% | 24.04%-10.3pp | 22.75%-9.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $7,500 | $5,161+45.3% | $4,137+81.3% | $4,839+55.0% |
| Participant deferral / active EE | $8,291 | $6,440+28.7% | $5,506+50.6% | $6,342+30.7% |
| Admin fee / account holder | $2,848 | $13,262-78.5% | $10,280-72.3% | $12,315-76.9% |