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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 | $125,953 | $86,288+46.0% | $111,306+13.2% | $85,851+46.7% |
| Participation rate | 88.0% | 73.3%+14.7pp | 77.3%+10.7pp | 69.3%+18.7pp |
| Annual return | 11.95% | 19.99%-8.0pp | 54.67%-42.7pp | 318.63%-306.7pp |
| Employer contribution / active EE | $2,763 | $2,044+35.2% | $2,732+1.1% | $2,565+7.7% |
| Participant deferral / active EE | $2,071 | $3,641-43.1% | $4,488-53.8% | $3,952-47.6% |
| Admin fee / account holder | $22,580 | $8,189+175.7% | $7,966+183.5% | $6,261+260.6% |