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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 | $142,419 | $115,814+23.0% | $101,275+40.6% | $158,982-10.4% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 15.52% | 56.16%-40.6pp | 46.48%-31.0pp | 302.99%-287.5pp |
| Employer contribution / active EE | $7,394 | $4,176+77.1% | $3,660+102.0% | $4,763+55.2% |
| Participant deferral / active EE | $7,743 | $4,958+56.2% | $4,371+77.1% | $5,983+29.4% |
| Admin fee / account holder | $7,663 | $7,249+5.7% | $5,948+28.8% | $11,252-31.9% |