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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 | $148,214 | $124,351+19.2% | $109,188+35.7% | $167,553-11.5% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 12.74% | 26.04%-13.3pp | 25.76%-13.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $7,388 | $4,210+75.5% | $3,723+98.4% | $4,840+52.7% |
| Participant deferral / active EE | $8,086 | $5,257+53.8% | $4,654+73.8% | $6,343+27.5% |
| Admin fee / account holder | $14,779 | $7,975+85.3% | $6,755+118.8% | $12,316+20.0% |