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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 | $150,087 | $107,368+39.8% | $92,915+61.5% | $152,909-1.8% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 19.36% | 145.64%-126.3pp | 109.45%-90.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $5,433 | $4,222+28.7% | $3,653+48.7% | $4,764+14.0% |
| Participant deferral / active EE | $10,486 | $4,848+116.3% | $4,238+147.4% | $5,851+79.2% |
| Admin fee / account holder | $23,057 | $7,082+225.6% | $5,796+297.8% | $11,601+98.8% |