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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 | $123,155+6.8% | $108,753+21.0% | $155,188-15.2% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 13.27% | 44.73%-31.5pp | 37.47%-24.2pp | 148.84%-135.6pp |
| Employer contribution / active EE | $20,748 | $2,811+638.0% | $2,427+755.0% | $4,248+388.4% |
| Participant deferral / active EE | $12,304 | $4,623+166.1% | $4,115+199.0% | $6,531+88.4% |
| Admin fee / account holder | $111,299 | $12,126+817.8% | $10,320+978.5% | $14,480+668.6% |