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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 | $175,461 | $115,814+51.5% | $101,275+73.3% | $158,982+10.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.6pp |
| Annual return | 10.00% | 56.16%-46.2pp | 46.48%-36.5pp | 302.99%-293.0pp |
| Employer contribution / active EE | $9,105 | $4,176+118.1% | $3,660+148.8% | $4,763+91.2% |
| Participant deferral / active EE | $5,759 | $4,958+16.2% | $4,371+31.8% | $5,983-3.7% |
| Admin fee / account holder | $5,011 | $7,249-30.9% | $5,948-15.8% | $11,252-55.5% |