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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 | $169,520 | $167,415+1.3% | $140,514+20.6% | $198,609-14.6% |
| Participation rate | 88.9% | 80.9%+8.0pp | 77.8%+11.1pp | 82.4%+6.5pp |
| Annual return | 23.97% | 13.85%+10.1pp | 14.36%+9.6pp | 202.70%-178.7pp |
| Employer contribution / active EE | $13,807 | $4,088+237.8% | $3,378+308.7% | $5,055+173.1% |
| Participant deferral / active EE | $8,668 | $5,579+55.4% | $4,919+76.2% | $6,977+24.2% |
| Admin fee / account holder | $980 | $16,730-94.1% | $13,697-92.8% | $19,030-94.9% |