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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 | $133,371 | $86,298+54.5% | $111,308+19.8% | $85,847+55.4% |
| Participation rate | 92.7% | 73.3%+19.3pp | 77.3%+15.4pp | 69.3%+23.4pp |
| Annual return | 12.19% | 19.99%-7.8pp | 54.67%-42.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $2,427 | $2,044+18.7% | $2,732-11.2% | $2,565-5.4% |
| Participant deferral / active EE | $6,076 | $3,641+66.9% | $4,487+35.4% | $3,952+53.7% |
| Admin fee / account holder | $22,689 | $8,189+177.1% | $7,965+184.9% | $6,261+262.4% |