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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 | $146,282 | $97,125+50.6% | $86,233+69.6% | $137,256+6.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 13.52% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $7,108 | $2,841+150.2% | $2,504+183.8% | $4,156+71.0% |
| Participant deferral / active EE | $6,147 | $5,180+18.7% | $4,559+34.8% | $6,407-4.1% |
| Admin fee / account holder | $4,191 | $9,725-56.9% | $8,342-49.8% | $12,270-65.8% |