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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 | $145,915 | $125,237+16.5% | $105,608+38.2% | $145,8770% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.72% | 225.76%-216.0pp | 116.50%-106.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $6,470 | $3,720+73.9% | $3,167+104.3% | $4,663+38.8% |
| Participant deferral / active EE | $7,513 | $5,711+31.6% | $5,010+50.0% | $6,691+12.3% |
| Admin fee / account holder | $4,333 | $17,287-74.9% | $11,028-60.7% | $13,402-67.7% |