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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 | $138,384 | $77,908+77.6% | $149,696-7.6% | $75,173+84.1% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 13.94% | 31.73%-17.8pp | 134.46%-120.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $3,160 | $3,138+0.7% | $4,821-34.5% | $2,671+18.3% |
| Participant deferral / active EE | $8,663 | $3,411+154.0% | $5,682+52.5% | $4,126+109.9% |
| Admin fee / account holder | $8,880 | $5,950+49.3% | $13,212-32.8% | $5,651+57.2% |