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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 | $162,103 | $106,247+52.6% | $96,515+68.0% | $139,466+16.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 12.67% | 38.47%-25.8pp | 35.73%-23.1pp | 373.66%-361.0pp |
| Employer contribution / active EE | $4,416 | $4,106+7.6% | $3,740+18.1% | $4,754-7.1% |
| Participant deferral / active EE | $10,423 | $5,456+91.0% | $4,880+113.6% | $6,712+55.3% |
| Admin fee / account holder | $45,562 | $7,885+477.8% | $6,735+576.5% | $11,409+299.4% |