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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 | $142,595 | $112,933+26.3% | $90,970+56.8% | $158,982-10.3% |
| Participation rate | 95.8% | 74.7%+21.1pp | 69.0%+26.8pp | 82.0%+13.9pp |
| Annual return | 18.39% | 215.82%-197.4pp | 134.60%-116.2pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,877 | $2,893-35.1% | $2,122-11.6% | $4,763-60.6% |
| Participant deferral / active EE | $5,448 | $4,128+32.0% | $3,373+61.5% | $5,983-9.0% |
| Admin fee / account holder | $11,875 | $8,047+47.6% | $5,961+99.2% | $11,252+5.5% |