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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 | $152,036 | $99,652+52.6% | $78,778+93.0% | $147,586+3.0% |
| Participation rate | 86.4% | 76.2%+10.1pp | 69.2%+17.2pp | 82.8%+3.5pp |
| Annual return | 15.22% | 47.28%-32.1pp | 35.62%-20.4pp | 578.59%-563.4pp |
| Employer contribution / active EE | $6,669 | $2,796+138.6% | $1,986+235.9% | $4,876+36.8% |
| Participant deferral / active EE | $6,461 | $3,664+76.4% | $2,958+118.4% | $5,439+18.8% |
| Admin fee / account holder | $1,607 | $7,155-77.5% | $5,134-68.7% | $10,886-85.2% |