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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 | $135,839 | $126,113+7.7% | $116,096+17.0% | $155,188-12.5% |
| Participation rate | 84.6% | 75.1%+9.5pp | 73.3%+11.3pp | 80.8%+3.8pp |
| Annual return | 15.66% | 391.72%-376.1pp | 326.25%-310.6pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,266 | $2,672-15.2% | $2,503-9.5% | $4,248-46.7% |
| Participant deferral / active EE | $9,505 | $4,162+128.4% | $3,952+140.5% | $6,531+45.5% |
| Admin fee / account holder | $21,047 | $8,045+161.6% | $7,704+173.2% | $14,480+45.4% |