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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 | $139,785 | $106,247+31.6% | $96,515+44.8% | $139,466+0.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 15.87% | 38.47%-22.6pp | 35.73%-19.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $12,402 | $4,106+202.0% | $3,740+231.6% | $4,754+160.9% |
| Participant deferral / active EE | $10,440 | $5,456+91.4% | $4,880+113.9% | $6,712+55.5% |
| Admin fee / account holder | $11,713 | $7,885+48.5% | $6,735+73.9% | $11,409+2.7% |