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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 | $139,420 | $68,412+103.8% | $94,679+47.3% | $75,181+85.4% |
| Participation rate | 81.8% | 76.1%+5.7pp | 80.8%+1.0pp | 67.2%+14.6pp |
| Annual return | 16.76% | 616.91%-600.2pp | 156.75%-140.0pp | 160.69%-143.9pp |
| Employer contribution / active EE | $2,956 | $2,701+9.5% | $3,673-19.5% | $2,671+10.7% |
| Participant deferral / active EE | $7,871 | $6,537+20.4% | $7,417+6.1% | $4,126+90.8% |
| Admin fee / account holder | $12,543 | $5,326+135.5% | $7,233+73.4% | $5,650+122.0% |