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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 | $120,470 | $97,125+24.0% | $86,233+39.7% | $137,256-12.2% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 13.02% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,561 | $2,841+95.7% | $2,504+122.0% | $4,156+33.8% |
| Participant deferral / active EE | $4,257 | $5,180-17.8% | $4,559-6.6% | $6,407-33.6% |
| Admin fee / account holder | $39,358 | $9,725+304.7% | $8,342+371.8% | $12,270+220.8% |