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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 | $142,185 | $114,013+24.7% | $103,693+37.1% | $155,188-8.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 11.83% | 49.31%-37.5pp | 47.61%-35.8pp | 148.84%-137.0pp |
| Employer contribution / active EE | $16,821 | $3,131+437.2% | $2,920+476.0% | $4,248+296.0% |
| Participant deferral / active EE | $5,534 | $4,970+11.4% | $4,579+20.8% | $6,531-15.3% |
| Admin fee / account holder | $30,585 | $8,407+263.8% | $7,858+289.2% | $14,480+111.2% |