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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 | $110,337-19.2% | $102,383-12.9% | $145,877-38.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.34% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,655 | $4,216+10.4% | $3,870+20.3% | $4,663-0.2% |
| Participant deferral / active EE | $8,978 | $5,621+59.7% | $5,060+77.4% | $6,691+34.2% |
| Admin fee / account holder | $18,146 | $9,750+86.1% | $8,391+116.2% | $13,402+35.4% |