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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 | $118,833 | $91,198+30.3% | $178,503-33.4% | $79,856+48.8% |
| Participation rate | 86.1% | 69.2%+16.9pp | 81.9%+4.1pp | 69.6%+16.4pp |
| Annual return | 18.31% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $6,213 | $3,257+90.8% | $5,011+24.0% | $2,471+151.4% |
| Participant deferral / active EE | $11,248 | $3,237+247.5% | $5,202+116.2% | $3,741+200.7% |
| Admin fee / account holder | $23,070 | $6,748+241.9% | $13,987+64.9% | $5,306+334.8% |