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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 | $159,298 | $127,387+25.1% | $115,038+38.5% | $125,389+27.0% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 1.01% | 31.28%-30.3pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $8,455 | $5,166+63.7% | $4,608+83.5% | $4,866+73.8% |
| Participant deferral / active EE | $6,704 | $6,423+4.4% | $6,026+11.2% | $5,352+25.3% |
| Admin fee / account holder | $4,647 | $9,516-51.2% | $8,175-43.2% | $9,541-51.3% |