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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 | $203,104 | $111,535+82.1% | $105,223+93.0% | $137,256+48.0% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 24.73% | 237.85%-213.1pp | 180.65%-155.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $10,417 | $3,939+164.4% | $3,689+182.4% | $4,156+150.6% |
| Participant deferral / active EE | $9,263 | $5,500+68.4% | $5,072+82.6% | $6,407+44.6% |
| Admin fee / account holder | $6,237 | $9,721-35.8% | $8,859-29.6% | $12,270-49.2% |