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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 | $100,177 | $107,809-7.1% | $97,032+3.2% | $155,188-35.4% |
| Participation rate | 92.3% | 75.5%+16.8pp | 71.6%+20.7pp | 80.8%+11.5pp |
| Annual return | 15.12% | 38.06%-22.9pp | 35.38%-20.3pp | 148.84%-133.7pp |
| Employer contribution / active EE | $14,156 | $2,911+386.3% | $2,629+438.5% | $4,248+233.2% |
| Participant deferral / active EE | $13,351 | $5,129+160.3% | $4,672+185.7% | $6,531+104.4% |
| Admin fee / account holder | $20,346 | $10,717+89.8% | $9,418+116.0% | $14,480+40.5% |