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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 | $89,168 | $111,814-20.3% | $103,374-13.7% | $145,959-38.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,655 | $4,214+10.5% | $3,869+20.3% | $4,661-0.1% |
| Participant deferral / active EE | $8,978 | $5,618+59.8% | $5,058+77.5% | $6,689+34.2% |
| Admin fee / account holder | $18,146 | $9,754+86.0% | $8,394+116.2% | $13,398+35.4% |