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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 | $125,190+16.6% | $105,624+38.1% | $145,8970% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.72% | 225.22%-215.5pp | 116.20%-106.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $6,470 | $3,720+73.9% | $3,168+104.3% | $4,663+38.8% |
| Participant deferral / active EE | $7,513 | $5,716+31.4% | $5,013+49.9% | $6,689+12.3% |
| Admin fee / account holder | $4,333 | $17,138-74.7% | $10,961-60.5% | $13,390-67.6% |