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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 | $170,195 | $111,535+52.6% | $105,223+61.7% | $137,256+24.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 14.16% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,712 | $3,939-31.2% | $3,689-26.5% | $4,156-34.7% |
| Participant deferral / active EE | $7,129 | $5,500+29.6% | $5,072+40.6% | $6,407+11.3% |
| Admin fee / account holder | $30,947 | $9,721+218.3% | $8,859+249.3% | $12,270+152.2% |