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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 | $156,036 | $72,071+116.5% | $68,368+128.2% | $137,256+13.7% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 14.14% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,515 | $2,788-9.8% | $2,649-5.0% | $4,156-39.5% |
| Participant deferral / active EE | $6,241 | $4,410+41.5% | $4,123+51.4% | $6,407-2.6% |
| Admin fee / account holder | $20,013 | $5,336+275.1% | $5,150+288.6% | $12,270+63.1% |