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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 | $138,855 | $185,312-25.1% | $161,489-14.0% | $154,746-10.3% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 19.48% | 103.84%-84.4pp | 89.72%-70.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $10,003 | $4,769+109.8% | $4,268+134.4% | $4,379+128.4% |
| Participant deferral / active EE | $8,610 | $6,350+35.6% | $5,630+52.9% | $6,730+27.9% |
| Admin fee / account holder | $45,284 | $18,654+142.8% | $16,006+182.9% | $14,365+215.2% |