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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 | $131,577 | $124,980+5.3% | $108,359+21.4% | $154,746-15.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 13.27% | 45.00%-31.7pp | 36.89%-23.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $20,748 | $2,851+627.8% | $2,399+764.7% | $4,379+373.8% |
| Participant deferral / active EE | $12,304 | $4,743+159.4% | $4,137+197.4% | $6,730+82.8% |
| Admin fee / account holder | $111,299 | $11,502+867.7% | $9,741+1042.6% | $14,365+674.8% |