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 | $100,262+29.8% | $81,370+60.0% | $145,897-10.8% |
| Participation rate | 90.5% | 74.3%+16.2pp | 69.5%+20.9pp | 80.3%+10.2pp |
| Annual return | 12.82% | 34.52%-21.7pp | 24.85%-12.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $8,419 | $2,979+182.6% | $2,464+241.7% | $4,663+80.6% |
| Participant deferral / active EE | $6,512 | $4,612+41.2% | $3,885+67.6% | $6,689-2.6% |
| Admin fee / account holder | $26,421 | $8,163+223.7% | $5,749+359.6% | $13,390+97.3% |