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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 | $236,704 | $124,336+90.4% | $111,303+112.7% | $167,518+41.3% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 10.08% | 37.45%-27.4pp | 54.66%-44.6pp | 478.71%-468.6pp |
| Employer contribution / active EE | $1,555 | $3,436-54.7% | $2,731-43.1% | $4,838-67.9% |
| Participant deferral / active EE | $5,417 | $5,181+4.5% | $4,487+20.7% | $6,342-14.6% |
| Admin fee / account holder | $19,540 | $10,623+83.9% | $7,966+145.3% | $12,312+58.7% |