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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 | $170,578 | $101,618+67.9% | $93,063+83.3% | $137,256+24.3% |
| Participation rate | 93.3% | 74.9%+18.4pp | 72.1%+21.2pp | 80.0%+13.4pp |
| Annual return | 18.94% | 223.95%-205.0pp | 34.15%-15.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $6,522 | $2,707+140.9% | $2,476+163.4% | $4,156+56.9% |
| Participant deferral / active EE | $3,647 | $4,279-14.8% | $3,958-7.9% | $6,407-43.1% |
| Admin fee / account holder | $4,882 | $6,198-21.2% | $6,033-19.1% | $12,270-60.2% |