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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 | $134,462 | $70,366+91.1% | $66,674+101.7% | $138,895-3.2% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.7%+18.6pp | 79.9%+12.4pp |
| Annual return | 16.09% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $5,683 | $2,765+105.5% | $2,620+116.9% | $4,194+35.5% |
| Participant deferral / active EE | $13,144 | $4,374+200.5% | $4,084+221.8% | $6,396+105.5% |
| Admin fee / account holder | $14,820 | $5,262+181.6% | $5,098+190.7% | $12,562+18.0% |