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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 | $118,743 | $105,198+12.9% | $159,455-25.5% | $85,856+38.3% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 13.17% | 45.08%-31.9pp | 263.63%-250.5pp | 318.58%-305.4pp |
| Employer contribution / active EE | $2,703 | $3,319-18.6% | $4,830-44.0% | $2,565+5.4% |
| Participant deferral / active EE | $8,339 | $5,946+40.3% | $7,353+13.4% | $3,952+111.0% |
| Admin fee / account holder | $8,557 | $6,934+23.4% | $10,800-20.8% | $6,261+36.7% |