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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 | $124,364 | $110,410+12.6% | $102,437+21.4% | $145,897-14.8% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 12.59% | 24.85%-12.3pp | 24.95%-12.4pp | 552.29%-539.7pp |
| Employer contribution / active EE | $11,416 | $4,217+170.7% | $3,871+194.9% | $4,663+144.8% |
| Participant deferral / active EE | $12,261 | $5,622+118.1% | $5,060+142.3% | $6,689+83.3% |
| Admin fee / account holder | $20,677 | $9,745+112.2% | $8,388+146.5% | $13,390+54.4% |