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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 | $127,184 | $70,684+79.9% | $169,390-24.9% | $75,173+69.2% |
| Participation rate | 78.9% | 64.8%+14.1pp | 77.2%+1.8pp | 67.2%+11.7pp |
| Annual return | 17.83% | 36.38%-18.5pp | 406.07%-388.2pp | 160.72%-142.9pp |
| Employer contribution / active EE | $5,112 | $2,211+131.2% | $4,013+27.4% | $2,671+91.4% |
| Participant deferral / active EE | $10,323 | $4,310+139.5% | $6,222+65.9% | $4,126+150.2% |
| Admin fee / account holder | $9,165 | $5,404+69.6% | $9,015+1.7% | $5,651+62.2% |