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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 | $172,117 | $111,830+53.9% | $93,696+83.7% | $145,884+18.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 9.35% | 204.08%-194.7pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $3,864 | $3,093+24.9% | $2,422+59.6% | $4,662-17.1% |
| Participant deferral / active EE | $9,198 | $4,920+87.0% | $4,417+108.3% | $6,690+37.5% |
| Admin fee / account holder | $6,782 | $10,249-33.8% | $8,287-18.2% | $13,392-49.4% |