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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 | $141,892 | $124,346+14.1% | $111,308+27.5% | $167,536-15.3% |
| Participation rate | 89.5% | 79.6%+9.8pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 9.61% | 37.45%-27.8pp | 54.67%-45.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $4,243 | $3,437+23.4% | $2,732+55.3% | $4,839-12.3% |
| Participant deferral / active EE | $8,514 | $5,182+64.3% | $4,487+89.7% | $6,342+34.2% |
| Admin fee / account holder | $47,421 | $10,621+346.5% | $7,965+495.4% | $12,315+285.1% |