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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 | $168,272 | $150,435+11.9% | $120,580+39.6% | $145,897+15.3% |
| Participation rate | 92.9% | 78.8%+14.1pp | 72.0%+20.9pp | 80.3%+12.6pp |
| Annual return | 15.70% | 154.60%-138.9pp | 107.48%-91.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,288 | $4,352-24.5% | $3,469-5.2% | $4,663-29.5% |
| Participant deferral / active EE | $3,693 | $6,174-40.2% | $4,995-26.1% | $6,689-44.8% |
| Admin fee / account holder | $3,138 | $12,182-74.2% | $9,418-66.7% | $13,390-76.6% |