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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 | $133,807 | $93,345+43.3% | $119,126+12.3% | $87,485+52.9% |
| Participation rate | 82.4% | 68.7%+13.6pp | 75.8%+6.6pp | 68.9%+13.4pp |
| Annual return | 12.49% | 19.08%-6.6pp | 282.11%-269.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $3,935 | $3,172+24.1% | $4,034-2.4% | $2,596+51.6% |
| Participant deferral / active EE | $7,328 | $4,099+78.8% | $5,318+37.8% | $4,274+71.5% |
| Admin fee / account holder | $29,960 | $8,039+272.7% | $10,693+180.2% | $7,775+285.3% |