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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 | $130,453 | $115,814+12.6% | $101,275+28.8% | $158,982-17.9% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 16.60% | 56.16%-39.6pp | 46.48%-29.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $11,678 | $4,176+179.7% | $3,660+219.1% | $4,763+145.2% |
| Participant deferral / active EE | $4,948 | $4,958-0.2% | $4,371+13.2% | $5,983-17.3% |
| Admin fee / account holder | $8,736 | $7,249+20.5% | $5,948+46.9% | $11,252-22.4% |