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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 | $129,188 | $103,387+25.0% | $87,102+48.3% | $152,885-15.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 19.40% | 28.10%-8.7pp | 28.19%-8.8pp | 345.39%-326.0pp |
| Employer contribution / active EE | $4,246 | $3,221+31.8% | $2,521+68.4% | $4,763-10.9% |
| Participant deferral / active EE | $10,256 | $4,778+114.6% | $4,048+153.3% | $5,851+75.3% |
| Admin fee / account holder | $44,050 | $12,193+261.3% | $7,491+488.1% | $11,598+279.8% |