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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 | $198,322 | $124,314+59.5% | $109,163+81.7% | $167,518+18.4% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.9%+15.4pp | 82.1%+9.2pp |
| Annual return | 13.01% | 26.04%-13.0pp | 25.75%-12.7pp | 478.71%-465.7pp |
| Employer contribution / active EE | $11,099 | $4,209+163.7% | $3,723+198.2% | $4,838+129.4% |
| Participant deferral / active EE | $8,885 | $5,256+69.0% | $4,654+90.9% | $6,342+40.1% |
| Admin fee / account holder | $6,031 | $7,973-24.3% | $6,754-10.7% | $12,312-51.0% |