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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 | $189,960 | $109,967+72.7% | $97,197+95.4% | $145,877+30.2% |
| Participation rate | 78.3% | 76.0%+2.3pp | 72.7%+5.6pp | 80.3%-2.0pp |
| Annual return | 7.77% | 244.27%-236.5pp | 75.47%-67.7pp | 551.28%-543.5pp |
| Employer contribution / active EE | $3,815 | $3,077+24.0% | $2,723+40.1% | $4,663-18.2% |
| Participant deferral / active EE | $3,345 | $4,676-28.5% | $4,263-21.5% | $6,691-50.0% |
| Admin fee / account holder | $4,245 | $6,199-31.5% | $5,637-24.7% | $13,402-68.3% |