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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 | $102,938+65.7% | $94,105+81.3% | $138,895+22.8% |
| Participation rate | 93.3% | 74.6%+18.7pp | 71.9%+21.4pp | 79.9%+13.4pp |
| Annual return | 18.94% | 250.28%-231.3pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $6,522 | $2,732+138.7% | $2,504+160.4% | $4,194+55.5% |
| Participant deferral / active EE | $3,647 | $4,196-13.1% | $3,881-6.0% | $6,396-43.0% |
| Admin fee / account holder | $4,882 | $6,600-26.0% | $6,199-21.3% | $12,562-61.1% |