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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 | $129,544 | $139,948-7.4% | $121,663+6.5% | $154,746-16.3% |
| Participation rate | 93.3% | 78.0%+15.3pp | 74.5%+18.8pp | 80.7%+12.6pp |
| Annual return | 11.09% | 230.52%-219.4pp | 147.54%-136.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $6,886 | $3,521+95.6% | $3,020+128.0% | $4,379+57.3% |
| Participant deferral / active EE | $7,361 | $5,629+30.8% | $4,887+50.6% | $6,730+9.4% |
| Admin fee / account holder | $50,557 | $17,321+191.9% | $14,289+253.8% | $14,365+251.9% |