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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 | $201,318 | $111,814+80.0% | $93,654+115.0% | $145,959+37.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 11.56% | 203.30%-191.7pp | 133.34%-121.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $3,004 | $3,092-2.8% | $2,421+24.1% | $4,661-35.5% |
| Participant deferral / active EE | $6,624 | $4,914+34.8% | $4,413+50.1% | $6,689-1.0% |
| Admin fee / account holder | $3,846 | $10,246-62.5% | $8,282-53.6% | $13,398-71.3% |