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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 | $102,938+32.0% | $94,105+44.3% | $138,895-2.2% |
| Participation rate | 84.6% | 74.6%+10.0pp | 71.9%+12.7pp | 79.9%+4.7pp |
| Annual return | 15.66% | 250.28%-234.6pp | 204.55%-188.9pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,266 | $2,732-17.1% | $2,504-9.5% | $4,194-46.0% |
| Participant deferral / active EE | $9,505 | $4,196+126.5% | $3,881+144.9% | $6,396+48.6% |
| Admin fee / account holder | $21,047 | $6,600+218.9% | $6,199+239.5% | $12,562+67.5% |