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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 | $178,764 | $149,040+19.9% | $120,225+48.7% | $137,256+30.2% |
| Participation rate | 92.3% | 75.4%+16.9pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 14.60% | 605.68%-591.1pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,881 | $4,350-10.8% | $3,475+11.7% | $4,156-6.6% |
| Participant deferral / active EE | $10,350 | $4,655+122.3% | $3,999+158.8% | $6,407+61.5% |
| Admin fee / account holder | $5,885 | $6,348-7.3% | $5,696+3.3% | $12,270-52.0% |