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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 | $196,357 | $112,933+73.9% | $90,970+115.8% | $158,982+23.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 7.14% | 215.82%-208.7pp | 134.60%-127.5pp | 302.99%-295.9pp |
| Employer contribution / active EE | $725 | $2,893-74.9% | $2,122-65.8% | $4,763-84.8% |
| Participant deferral / active EE | $1,782 | $4,128-56.8% | $3,373-47.2% | $5,983-70.2% |
| Admin fee / account holder | $2,660 | $8,047-66.9% | $5,961-55.4% | $11,252-76.4% |