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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 | $111,814+17.1% | $103,374+26.7% | $145,959-10.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.54% | 24.77%-7.2pp | 24.89%-7.3pp | 561.95%-544.4pp |
| Employer contribution / active EE | $13,861 | $4,214+229.0% | $3,869+258.2% | $4,661+197.4% |
| Participant deferral / active EE | $9,202 | $5,618+63.8% | $5,058+81.9% | $6,689+37.6% |
| Admin fee / account holder | $4,677 | $9,754-52.1% | $8,394-44.3% | $13,398-65.1% |