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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 | $180,717 | $106,923+69.0% | $84,023+115.1% | $152,909+18.2% |
| Participation rate | 90.9% | 75.3%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 20.28% | 105.02%-84.7pp | 71.32%-51.0pp | 345.46%-325.2pp |
| Employer contribution / active EE | $7,092 | $2,735+159.3% | $1,984+257.5% | $4,764+48.9% |
| Participant deferral / active EE | $7,738 | $4,013+92.8% | $3,239+138.9% | $5,851+32.2% |
| Admin fee / account holder | $9,787 | $8,289+18.1% | $6,102+60.4% | $11,601-15.6% |