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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% | $103,378+26.7% | $145,978-10.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.54% | 24.80%-7.3pp | 24.91%-7.4pp | 550.52%-533.0pp |
| Employer contribution / active EE | $13,861 | $4,215+228.8% | $3,870+258.1% | $4,662+197.3% |
| Participant deferral / active EE | $9,202 | $5,618+63.8% | $5,058+81.9% | $6,690+37.6% |
| Admin fee / account holder | $4,677 | $9,764-52.1% | $8,401-44.3% | $13,400-65.1% |