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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 | $163,715 | $110,039+48.8% | $97,260+68.3% | $145,884+12.2% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.2pp | 80.3%+1.5pp |
| Annual return | 11.25% | 244.44%-233.2pp | 75.54%-64.3pp | 551.85%-540.6pp |
| Employer contribution / active EE | $5,413 | $3,074+76.1% | $2,721+98.9% | $4,662+16.1% |
| Participant deferral / active EE | $11,853 | $4,674+153.6% | $4,262+178.1% | $6,690+77.2% |
| Admin fee / account holder | $57,076 | $6,204+820.1% | $5,640+912.0% | $13,392+326.2% |