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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 | $130,934 | $110,410+18.6% | $102,437+27.8% | $145,897-10.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.54% | 24.85%-7.3pp | 24.95%-7.4pp | 552.29%-534.7pp |
| Employer contribution / active EE | $13,861 | $4,217+228.7% | $3,871+258.1% | $4,663+197.3% |
| Participant deferral / active EE | $9,202 | $5,622+63.7% | $5,060+81.9% | $6,689+37.6% |
| Admin fee / account holder | $4,677 | $9,745-52.0% | $8,388-44.2% | $13,390-65.1% |