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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 | $130,166 | $100,125+30.0% | $81,482+59.7% | $145,978-10.8% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.5%+21.0pp | 80.3%+10.2pp |
| Annual return | 12.82% | 34.44%-21.6pp | 24.79%-12.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $8,419 | $2,977+182.8% | $2,463+241.8% | $4,662+80.6% |
| Participant deferral / active EE | $6,512 | $4,609+41.3% | $3,885+67.6% | $6,690-2.6% |
| Admin fee / account holder | $26,421 | $8,198+222.3% | $5,761+358.6% | $13,400+97.2% |