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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 | $172,802 | $103,008+67.8% | $90,304+91.4% | $152,897+13.0% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 22.66% | 95.22%-72.6pp | 78.13%-55.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $6,035 | $3,139+92.2% | $2,855+111.4% | $4,764+26.7% |
| Participant deferral / active EE | $6,521 | $4,281+52.3% | $3,885+67.8% | $5,851+11.4% |
| Admin fee / account holder | $4,259 | $6,175-31.0% | $5,354-20.5% | $11,599-63.3% |