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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 | $139,029 | $85,060+63.4% | $70,565+97.0% | $139,487-0.3% |
| Participation rate | 81.0% | 73.9%+7.0pp | 68.4%+12.6pp | 80.3%+0.6pp |
| Annual return | 11.93% | 30.39%-18.5pp | 32.79%-20.9pp | 373.84%-361.9pp |
| Employer contribution / active EE | $5,551 | $3,912+41.9% | $2,976+86.6% | $4,755+16.8% |
| Participant deferral / active EE | $6,867 | $5,891+16.6% | $4,568+50.3% | $6,713+2.3% |
| Admin fee / account holder | $15,783 | $8,932+76.7% | $6,430+145.5% | $11,407+38.4% |