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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 | $203,130 | $132,634+53.2% | $115,768+75.5% | $137,256+48.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 14.56% | 160.70%-146.1pp | 100.46%-85.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,018 | $3,360-10.2% | $2,940+2.6% | $4,156-27.4% |
| Participant deferral / active EE | $6,727 | $5,619+19.7% | $4,917+36.8% | $6,407+5.0% |
| Admin fee / account holder | $95,723 | $15,028+537.0% | $12,439+669.5% | $12,270+680.1% |