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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 | $97,125+36.1% | $86,233+53.3% | $137,256-3.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 13.71% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $15,249 | $2,841+436.7% | $2,504+508.9% | $4,156+266.9% |
| Participant deferral / active EE | $10,878 | $5,180+110.0% | $4,559+138.6% | $6,407+69.8% |
| Admin fee / account holder | $2,799 | $9,725-71.2% | $8,342-66.4% | $12,270-77.2% |