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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 | $119,310 | $110,410+8.1% | $102,437+16.5% | $145,897-18.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 21.03% | 24.85%-3.8pp | 24.95%-3.9pp | 552.29%-531.3pp |
| Employer contribution / active EE | $5,620 | $4,217+33.3% | $3,871+45.2% | $4,663+20.5% |
| Participant deferral / active EE | $8,171 | $5,622+45.3% | $5,060+61.5% | $6,689+22.1% |
| Admin fee / account holder | $559 | $9,745-94.3% | $8,388-93.3% | $13,390-95.8% |