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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 | $119,408 | $107,368+11.2% | $92,915+28.5% | $152,909-21.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 14.68% | 145.64%-131.0pp | 109.45%-94.8pp | 345.46%-330.8pp |
| Employer contribution / active EE | $9,724 | $4,222+130.3% | $3,653+166.2% | $4,764+104.1% |
| Participant deferral / active EE | $4,474 | $4,848-7.7% | $4,238+5.6% | $5,851-23.5% |
| Admin fee / account holder | $28,464 | $7,082+301.9% | $5,796+391.1% | $11,601+145.4% |