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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 | $140,648 | $111,535+26.1% | $105,223+33.7% | $137,256+2.5% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 80.0%+7.0pp |
| Annual return | 14.79% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $8,696 | $3,939+120.7% | $3,689+135.8% | $4,156+109.2% |
| Participant deferral / active EE | $3,536 | $5,500-35.7% | $5,072-30.3% | $6,407-44.8% |
| Admin fee / account holder | $3,535 | $9,721-63.6% | $8,859-60.1% | $12,270-71.2% |