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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 | $141,926 | $125,190+13.4% | $105,624+34.4% | $145,897-2.7% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 28.46% | 225.22%-196.8pp | 116.20%-87.7pp | 552.29%-523.8pp |
| Employer contribution / active EE | $1,350 | $3,720-63.7% | $3,168-57.4% | $4,663-71.1% |
| Participant deferral / active EE | $1,694 | $5,716-70.4% | $5,013-66.2% | $6,689-74.7% |
| Admin fee / account holder | $5,834 | $17,138-66.0% | $10,961-46.8% | $13,390-56.4% |