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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 | $155,737 | $125,193+24.4% | $105,591+47.5% | $145,978+6.7% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 10.65% | 225.53%-214.9pp | 116.43%-105.8pp | 550.52%-539.9pp |
| Employer contribution / active EE | $2,470 | $3,718-33.6% | $3,166-22.0% | $4,662-47.0% |
| Participant deferral / active EE | $10,758 | $5,708+88.5% | $5,008+114.8% | $6,690+60.8% |
| Admin fee / account holder | $32,575 | $17,277+88.5% | $11,024+195.5% | $13,400+143.1% |