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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 | $126,519+15.3% | $106,201+37.4% | $145,9590% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.72% | 225.10%-215.4pp | 116.26%-106.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $6,470 | $3,726+73.7% | $3,170+104.1% | $4,661+38.8% |
| Participant deferral / active EE | $7,513 | $5,716+31.4% | $5,012+49.9% | $6,689+12.3% |
| Admin fee / account holder | $4,333 | $17,312-75.0% | $11,039-60.8% | $13,398-67.7% |