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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 | $170,111 | $125,237+35.8% | $105,608+61.1% | $145,877+16.6% |
| Participation rate | 95.8% | 77.7%+18.2pp | 75.3%+20.5pp | 80.3%+15.5pp |
| Annual return | 14.02% | 225.76%-211.7pp | 116.50%-102.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,546 | $3,720-31.6% | $3,167-19.6% | $4,663-45.4% |
| Participant deferral / active EE | $3,944 | $5,711-30.9% | $5,010-21.3% | $6,691-41.1% |
| Admin fee / account holder | $876 | $17,287-94.9% | $11,028-92.1% | $13,402-93.5% |