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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 | $162,487 | $111,535+45.7% | $105,223+54.4% | $137,256+18.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 12.97% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $9,828 | $3,939+149.5% | $3,689+166.5% | $4,156+136.5% |
| Participant deferral / active EE | $2,769 | $5,500-49.7% | $5,072-45.4% | $6,407-56.8% |
| Admin fee / account holder | $64,585 | $9,721+564.4% | $8,859+629.0% | $12,270+426.4% |