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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 | $105,325 | $181,062-41.8% | $158,223-33.4% | $155,188-32.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 79.2%+14.5pp | 80.8%+12.9pp |
| Annual return | 13.98% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $3,267 | $4,565-28.4% | $4,109-20.5% | $4,248-23.1% |
| Participant deferral / active EE | $7,815 | $6,134+27.4% | $5,467+42.9% | $6,531+19.7% |
| Admin fee / account holder | $41,089 | $18,825+118.3% | $16,047+156.1% | $14,480+183.8% |