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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 | $127,582 | $112,121+13.8% | $95,960+33.0% | $158,966-19.7% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 30.52% | 171.16%-140.6pp | 91.63%-61.1pp | 302.95%-272.4pp |
| Employer contribution / active EE | $3,394 | $3,199+6.1% | $2,541+33.6% | $4,762-28.7% |
| Participant deferral / active EE | $9,490 | $4,784+98.4% | $4,167+127.7% | $5,983+58.6% |
| Admin fee / account holder | $4,923 | $10,135-51.4% | $6,797-27.6% | $11,250-56.2% |