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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 | $149,414 | $101,618+47.0% | $93,063+60.6% | $137,256+8.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 21.13% | 223.95%-202.8pp | 34.15%-13.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,231 | $2,707+19.3% | $2,476+30.5% | $4,156-22.3% |
| Participant deferral / active EE | $11,118 | $4,279+159.8% | $3,958+180.9% | $6,407+73.5% |
| Admin fee / account holder | $6,052 | $6,198-2.4% | $6,033+0.3% | $12,270-50.7% |