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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 | $132,891 | $100,901+31.7% | $75,670+75.6% | $147,585-10.0% |
| Participation rate | 86.7% | 77.1%+9.5pp | 72.3%+14.3pp | 82.8%+3.8pp |
| Annual return | 15.99% | 35.78%-19.8pp | 27.34%-11.3pp | 578.56%-562.6pp |
| Employer contribution / active EE | $5,187 | $3,253+59.4% | $2,352+120.6% | $4,876+6.4% |
| Participant deferral / active EE | $9,031 | $4,027+124.2% | $3,142+187.4% | $5,439+66.0% |
| Admin fee / account holder | $37,659 | $11,285+233.7% | $5,800+549.3% | $10,885+246.0% |