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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 | $139,493 | $111,830+24.7% | $93,696+48.9% | $145,884-4.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.57% | 204.08%-189.5pp | 133.74%-119.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,018 | $3,093-34.7% | $2,422-16.7% | $4,662-56.7% |
| Participant deferral / active EE | $6,354 | $4,920+29.1% | $4,417+43.9% | $6,690-5.0% |
| Admin fee / account holder | $30,103 | $10,249+193.7% | $8,287+263.3% | $13,392+124.8% |