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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 | $132,530 | $94,766+39.8% | $112,923+17.4% | $139,487-5.0% |
| Participation rate | 93.3% | 81.3%+12.0pp | 80.5%+12.8pp | 80.3%+13.0pp |
| Annual return | 17.47% | 40.96%-23.5pp | 34.13%-16.7pp | 373.84%-356.4pp |
| Employer contribution / active EE | $11,924 | $4,636+157.2% | $4,570+160.9% | $4,755+150.8% |
| Participant deferral / active EE | $5,300 | $6,523-18.8% | $6,520-18.7% | $6,713-21.0% |
| Admin fee / account holder | $325 | $8,529-96.2% | $7,046-95.4% | $11,407-97.2% |