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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 | $125,193+16.6% | $105,591+38.2% | $145,9780% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.72% | 225.53%-215.8pp | 116.43%-106.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $6,470 | $3,718+74.0% | $3,166+104.4% | $4,662+38.8% |
| Participant deferral / active EE | $7,513 | $5,708+31.6% | $5,008+50.0% | $6,690+12.3% |
| Admin fee / account holder | $4,333 | $17,277-74.9% | $11,024-60.7% | $13,400-67.7% |