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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 | $159,974 | $114,013+40.3% | $103,693+54.3% | $155,188+3.1% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.8pp | 80.8%+8.7pp |
| Annual return | 12.36% | 49.31%-37.0pp | 47.61%-35.3pp | 148.84%-136.5pp |
| Employer contribution / active EE | $3,296 | $3,131+5.3% | $2,920+12.9% | $4,248-22.4% |
| Participant deferral / active EE | $11,024 | $4,970+121.8% | $4,579+140.7% | $6,531+68.8% |
| Admin fee / account holder | $32,560 | $8,407+287.3% | $7,858+314.4% | $14,480+124.9% |