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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 | $114,013+17.9% | $103,693+29.7% | $155,188-13.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.7pp | 80.8%+11.5pp |
| Annual return | 16.09% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $5,683 | $3,131+81.5% | $2,920+94.6% | $4,248+33.8% |
| Participant deferral / active EE | $13,144 | $4,970+164.5% | $4,579+187.0% | $6,531+101.3% |
| Admin fee / account holder | $14,820 | $8,407+76.3% | $7,858+88.6% | $14,480+2.3% |