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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 | $109,231 | $71,809+52.1% | $61,048+78.9% | $152,909-28.6% |
| Participation rate | 88.2% | 84.2%+4.1pp | 79.3%+8.9pp | 82.5%+5.8pp |
| Annual return | 25.26% | 29.74%-4.5pp | 26.18%-0.9pp | 345.46%-320.2pp |
| Employer contribution / active EE | $9,414 | $4,545+107.1% | $3,716+153.3% | $4,764+97.6% |
| Participant deferral / active EE | $8,518 | $5,467+55.8% | $4,470+90.5% | $5,851+45.6% |
| Admin fee / account holder | $591 | $4,750-87.6% | $3,728-84.1% | $11,601-94.9% |