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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 | $192,346 | $144,130+33.5% | $117,861+63.2% | $147,586+30.3% |
| Participation rate | 85.0% | 83.4%+1.6pp | 79.7%+5.3pp | 82.8%+2.2pp |
| Annual return | 19.21% | 531.20%-512.0pp | 335.11%-315.9pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,233 | $4,897-74.8% | $3,786-67.4% | $4,876-74.7% |
| Participant deferral / active EE | $3,620 | $5,316-31.9% | $4,482-19.2% | $5,439-33.4% |
| Admin fee / account holder | $27,243 | $10,887+150.2% | $8,021+239.7% | $10,886+150.3% |