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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 | $240,473 | $105,158+128.7% | $94,672+154.0% | $139,487+72.4% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 16.17% | 38.11%-21.9pp | 156.89%-140.7pp | 373.84%-357.7pp |
| Employer contribution / active EE | $3,145 | $4,107-23.4% | $3,673-14.4% | $4,755-33.9% |
| Participant deferral / active EE | $9,357 | $7,599+23.1% | $7,417+26.1% | $6,713+39.4% |
| Admin fee / account holder | $10,263 | $8,972+14.4% | $7,222+42.1% | $11,407-10.0% |