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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 | $121,606 | $156,398-22.2% | $147,318-17.5% | $138,895-12.4% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 16.74% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $12,821 | $4,853+164.2% | $4,593+179.1% | $4,194+205.7% |
| Participant deferral / active EE | $10,368 | $8,237+25.9% | $7,906+31.1% | $6,396+62.1% |
| Admin fee / account holder | $6,158 | $14,976-58.9% | $13,708-55.1% | $12,562-51.0% |