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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 | $223,247 | $115,810+92.8% | $101,271+120.4% | $158,966+40.4% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.1pp | 82.0%+10.9pp |
| Annual return | 18.68% | 56.15%-37.5pp | 46.48%-27.8pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,731 | $4,175-58.5% | $3,660-52.7% | $4,762-63.7% |
| Participant deferral / active EE | $9,918 | $4,958+100.0% | $4,371+126.9% | $5,983+65.8% |
| Admin fee / account holder | $31,000 | $7,248+327.7% | $5,948+421.2% | $11,250+175.6% |