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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 | $171,590 | $105,210+63.1% | $159,487+7.6% | $85,851+99.9% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.3pp |
| Annual return | 17.89% | 45.08%-27.2pp | 263.71%-245.8pp | 318.63%-300.7pp |
| Employer contribution / active EE | $1,176 | $3,319-64.6% | $4,831-75.7% | $2,565-54.2% |
| Participant deferral / active EE | $12,330 | $5,946+107.4% | $7,354+67.7% | $3,952+212.0% |
| Admin fee / account holder | $1,742 | $6,934-74.9% | $10,804-83.9% | $6,261-72.2% |