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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 | $129,496 | $91,179+42.0% | $178,499-27.5% | $79,852+62.2% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 14.71% | 24.19%-9.5pp | 151.10%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $6,985 | $3,256+114.5% | $5,011+39.4% | $2,471+182.7% |
| Participant deferral / active EE | $10,574 | $3,236+226.8% | $5,202+103.3% | $3,740+182.7% |
| Admin fee / account holder | $5,018 | $6,749-25.6% | $13,986-64.1% | $5,306-5.4% |