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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 | $110,337+12.7% | $102,383+21.5% | $145,877-14.7% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 12.59% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $11,416 | $4,216+170.8% | $3,870+195.0% | $4,663+144.8% |
| Participant deferral / active EE | $12,261 | $5,621+118.1% | $5,060+142.3% | $6,691+83.3% |
| Admin fee / account holder | $20,677 | $9,750+112.1% | $8,391+146.4% | $13,402+54.3% |