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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 | $140,599 | $111,535+26.1% | $105,223+33.6% | $137,256+2.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 21.76% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $10,580 | $3,939+168.6% | $3,689+186.8% | $4,156+154.6% |
| Participant deferral / active EE | $10,067 | $5,500+83.0% | $5,072+98.5% | $6,407+57.1% |
| Admin fee / account holder | $19,499 | $9,721+100.6% | $8,859+120.1% | $12,270+58.9% |