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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 | $144,450 | $108,912+32.6% | $100,383+43.9% | $145,959-1.0% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 13.79% | 57.96%-44.2pp | 49.26%-35.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $4,938 | $4,423+11.7% | $3,944+25.2% | $4,661+6.0% |
| Participant deferral / active EE | $18,143 | $8,451+114.7% | $8,086+124.4% | $6,689+171.2% |
| Admin fee / account holder | $42,024 | $9,690+333.7% | $7,900+432.0% | $13,398+213.7% |