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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 | $186,368 | $112,121+66.2% | $95,960+94.2% | $158,966+17.2% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 21.03% | 171.16%-150.1pp | 91.63%-70.6pp | 302.95%-281.9pp |
| Employer contribution / active EE | $2,322 | $3,199-27.4% | $2,541-8.6% | $4,762-51.3% |
| Participant deferral / active EE | $5,704 | $4,784+19.2% | $4,167+36.9% | $5,983-4.7% |
| Admin fee / account holder | $4,885 | $10,135-51.8% | $6,797-28.1% | $11,250-56.6% |