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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 | $144,245 | $91,037+58.4% | $71,671+101.3% | $147,586-2.3% |
| Participation rate | 81.3% | 76.1%+5.1pp | 68.7%+12.5pp | 82.8%-1.6pp |
| Annual return | 12.77% | 20.48%-7.7pp | 20.65%-7.9pp | 578.59%-565.8pp |
| Employer contribution / active EE | $3,707 | $3,327+11.4% | $2,460+50.7% | $4,876-24.0% |
| Participant deferral / active EE | $7,276 | $4,498+61.7% | $3,438+111.6% | $5,439+33.8% |
| Admin fee / account holder | $57,902 | $8,613+572.3% | $5,558+941.7% | $10,886+431.9% |