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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 | $176,964 | $115,814+52.8% | $101,275+74.7% | $158,982+11.3% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 13.40% | 56.16%-42.8pp | 46.48%-33.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $4,043 | $4,176-3.2% | $3,660+10.5% | $4,763-15.1% |
| Participant deferral / active EE | $2,873 | $4,958-42.1% | $4,371-34.3% | $5,983-52.0% |
| Admin fee / account holder | $15,683 | $7,249+116.4% | $5,948+163.7% | $11,252+39.4% |