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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 | $140,905 | $201,370-30.0% | $184,256-23.5% | $145,897-3.4% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 12.24% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $11,573 | $7,024+64.8% | $6,427+80.1% | $4,663+148.2% |
| Participant deferral / active EE | $16,429 | $9,808+67.5% | $9,133+79.9% | $6,689+145.6% |
| Admin fee / account holder | $2,004 | $16,364-87.8% | $13,899-85.6% | $13,390-85.0% |