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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 | $135,261 | $77,449+74.6% | $69,483+94.7% | $152,909-11.5% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.6%+19.5pp | 82.5%+11.7pp |
| Annual return | 18.07% | 39.09%-21.0pp | 28.99%-10.9pp | 345.46%-327.4pp |
| Employer contribution / active EE | $9,408 | $3,316+183.7% | $2,780+238.5% | $4,764+97.5% |
| Participant deferral / active EE | $9,696 | $4,415+119.6% | $3,537+174.2% | $5,851+65.7% |
| Admin fee / account holder | $3,321 | $6,210-46.5% | $3,841-13.5% | $11,601-71.4% |