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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 | $123,315 | $103,000+19.7% | $90,300+36.6% | $152,885-19.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 18.07% | 95.19%-77.1pp | 78.11%-60.0pp | 345.39%-327.3pp |
| Employer contribution / active EE | $7,683 | $3,138+144.8% | $2,854+169.2% | $4,763+61.3% |
| Participant deferral / active EE | $5,670 | $4,281+32.5% | $3,884+46.0% | $5,851-3.1% |
| Admin fee / account holder | $1,256 | $6,173-79.7% | $5,353-76.5% | $11,598-89.2% |