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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 | $131,912 | $102,978+28.1% | $90,287+46.1% | $152,870-13.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 21.02% | 95.17%-74.1pp | 78.10%-57.1pp | 345.34%-324.3pp |
| Employer contribution / active EE | $11,532 | $3,139+267.4% | $2,855+304.0% | $4,763+142.1% |
| Participant deferral / active EE | $12,355 | $4,281+188.6% | $3,885+218.0% | $5,850+111.2% |
| Admin fee / account holder | $21,585 | $6,171+249.8% | $5,351+303.3% | $11,597+86.1% |