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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 | $141,721 | $117,829+20.3% | $102,423+38.4% | $145,877-2.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.00% | 31.83%-18.8pp | 29.42%-16.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $884 | $3,615-75.5% | $3,023-70.7% | $4,663-81.0% |
| Participant deferral / active EE | $3,308 | $5,732-42.3% | $5,054-34.5% | $6,691-50.6% |
| Admin fee / account holder | $17,244 | $13,335+29.3% | $9,455+82.4% | $13,402+28.7% |