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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 | $122,725 | $95,415+28.6% | $185,851-34.0% | $85,851+43.0% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 13.37% | 23.59%-10.2pp | 122.11%-108.7pp | 318.63%-305.3pp |
| Employer contribution / active EE | $4,144 | $3,314+25.0% | $5,168-19.8% | $2,565+61.5% |
| Participant deferral / active EE | $6,068 | $3,424+77.2% | $5,569+9.0% | $3,952+53.5% |
| Admin fee / account holder | $8,795 | $7,215+21.9% | $16,245-45.9% | $6,261+40.5% |