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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 | $144,821 | $72,071+100.9% | $68,368+111.8% | $137,256+5.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 13.87% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,886 | $2,788-32.4% | $2,649-28.8% | $4,156-54.6% |
| Participant deferral / active EE | $7,970 | $4,410+80.7% | $4,123+93.3% | $6,407+24.4% |
| Admin fee / account holder | $6,426 | $5,336+20.4% | $5,150+24.8% | $12,270-47.6% |