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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 | $179,359 | $125,190+43.3% | $105,624+69.8% | $145,897+22.9% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 13.99% | 225.22%-211.2pp | 116.20%-102.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $5,218 | $3,720+40.2% | $3,168+64.7% | $4,663+11.9% |
| Participant deferral / active EE | $6,865 | $5,716+20.1% | $5,013+37.0% | $6,689+2.6% |
| Admin fee / account holder | $1,292 | $17,138-92.5% | $10,961-88.2% | $13,390-90.4% |