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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 | $132,185 | $108,882+21.4% | $96,754+36.6% | $154,746-14.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 13.71% | 98.39%-84.7pp | 82.04%-68.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $15,249 | $3,018+405.2% | $2,679+469.2% | $4,379+248.2% |
| Participant deferral / active EE | $10,878 | $5,323+104.4% | $4,758+128.6% | $6,730+61.6% |
| Admin fee / account holder | $2,799 | $10,200-72.6% | $8,905-68.6% | $14,365-80.5% |