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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 | $194,328 | $115,814+67.8% | $101,275+91.9% | $158,982+22.2% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 14.51% | 56.16%-41.6pp | 46.48%-32.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $4,794 | $4,176+14.8% | $3,660+31.0% | $4,763+0.6% |
| Participant deferral / active EE | $10,564 | $4,958+113.1% | $4,371+141.7% | $5,983+76.6% |
| Admin fee / account holder | $31,078 | $7,249+328.7% | $5,948+422.5% | $11,252+176.2% |