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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 | $141,672 | $124,346+13.9% | $111,308+27.3% | $167,536-15.4% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 15.00% | 37.45%-22.5pp | 54.67%-39.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $5,053 | $3,437+47.0% | $2,732+85.0% | $4,839+4.4% |
| Participant deferral / active EE | $11,702 | $5,182+125.8% | $4,487+160.8% | $6,342+84.5% |
| Admin fee / account holder | $275,987 | $10,621+2498.4% | $7,965+3365.0% | $12,315+2141.1% |