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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 | $111,814+31.7% | $103,374+42.5% | $145,959+0.9% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 17.43% | 24.77%-7.3pp | 24.89%-7.5pp | 561.95%-544.5pp |
| Employer contribution / active EE | $7,712 | $4,214+83.0% | $3,869+99.3% | $4,661+65.5% |
| Participant deferral / active EE | $8,220 | $5,618+46.3% | $5,058+62.5% | $6,689+22.9% |
| Admin fee / account holder | $1,587 | $9,754-83.7% | $8,394-81.1% | $13,398-88.2% |