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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 | $147,298 | $110,410+33.4% | $102,437+43.8% | $145,897+1.0% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 17.43% | 24.85%-7.4pp | 24.95%-7.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $7,712 | $4,217+82.9% | $3,871+99.2% | $4,663+65.4% |
| Participant deferral / active EE | $8,220 | $5,622+46.2% | $5,060+62.5% | $6,689+22.9% |
| Admin fee / account holder | $1,587 | $9,745-83.7% | $8,388-81.1% | $13,390-88.2% |