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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 | $140,325 | $108,897+28.9% | $100,378+39.8% | $145,877-3.8% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 11.67% | 58.17%-46.5pp | 49.41%-37.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,622 | $4,420-63.3% | $3,942-58.9% | $4,663-65.2% |
| Participant deferral / active EE | $9,194 | $8,455+8.7% | $8,087+13.7% | $6,691+37.4% |
| Admin fee / account holder | $1,166 | $9,690-88.0% | $7,899-85.2% | $13,402-91.3% |