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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 | $100,147+30.0% | $81,286+60.1% | $145,877-10.8% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.5%+21.0pp | 80.3%+10.2pp |
| Annual return | 12.82% | 34.44%-21.6pp | 24.80%-12.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $8,419 | $2,977+182.8% | $2,463+241.9% | $4,663+80.6% |
| Participant deferral / active EE | $6,512 | $4,607+41.4% | $3,883+67.7% | $6,691-2.7% |
| Admin fee / account holder | $26,421 | $8,201+222.2% | $5,764+358.4% | $13,402+97.1% |