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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 | $139,493 | $111,878+24.7% | $93,727+48.8% | $145,897-4.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.57% | 204.28%-189.7pp | 133.83%-119.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,018 | $3,092-34.7% | $2,421-16.6% | $4,663-56.7% |
| Participant deferral / active EE | $6,354 | $4,920+29.1% | $4,417+43.8% | $6,689-5.0% |
| Admin fee / account holder | $30,103 | $10,256+193.5% | $8,292+263.1% | $13,390+124.8% |