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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 | $98,401 | $172,111-42.8% | $150,298-34.5% | $137,256-28.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 12.98% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $11,267 | $4,636+143.0% | $4,154+171.2% | $4,156+171.1% |
| Participant deferral / active EE | $11,230 | $6,166+82.1% | $5,453+106.0% | $6,407+75.3% |
| Admin fee / account holder | $8,598 | $16,471-47.8% | $14,116-39.1% | $12,270-29.9% |