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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 | $195,135 | $114,130+71.0% | $96,192+102.9% | $167,553+16.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 68.4%+23.9pp | 82.1%+10.2pp |
| Annual return | 11.37% | 190.07%-178.7pp | 192.09%-180.7pp | 478.89%-467.5pp |
| Employer contribution / active EE | $796 | $3,431-76.8% | $2,799-71.5% | $4,840-83.5% |
| Participant deferral / active EE | $4,615 | $5,198-11.2% | $4,351+6.1% | $6,343-27.2% |
| Admin fee / account holder | $3,444 | $6,901-50.1% | $5,539-37.8% | $12,316-72.0% |