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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 | $70,366+105.8% | $66,674+117.2% | $138,895+4.3% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 13.87% | 386.41%-372.5pp | 321.24%-307.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,886 | $2,765-31.8% | $2,620-28.0% | $4,194-55.0% |
| Participant deferral / active EE | $7,970 | $4,374+82.2% | $4,084+95.1% | $6,396+24.6% |
| Admin fee / account holder | $6,426 | $5,262+22.1% | $5,098+26.1% | $12,562-48.8% |