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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 | $140,906 | $111,535+26.3% | $105,223+33.9% | $137,256+2.7% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 14.90% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $17,142 | $3,939+335.1% | $3,689+364.7% | $4,156+312.5% |
| Participant deferral / active EE | $6,133 | $5,500+11.5% | $5,072+20.9% | $6,407-4.3% |
| Admin fee / account holder | $39,254 | $9,721+303.8% | $8,859+343.1% | $12,270+219.9% |