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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 | $128,474 | $154,193-16.7% | $130,045-1.2% | $139,466-7.9% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.5%+17.0pp | 80.3%+15.1pp |
| Annual return | 12.39% | 32.51%-20.1pp | -137.30%+149.7pp | 373.66%-361.3pp |
| Employer contribution / active EE | $6,899 | $5,292+30.4% | $4,321+59.6% | $4,754+45.1% |
| Participant deferral / active EE | $4,193 | $6,709-37.5% | $5,820-28.0% | $6,712-37.5% |
| Admin fee / account holder | $28,598 | $13,989+104.4% | $10,600+169.8% | $11,409+150.7% |