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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 | $186,078 | $112,131+65.9% | $95,964+93.9% | $158,982+17.0% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 9.85% | 171.19%-161.3pp | 91.64%-81.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $2,814 | $3,199-12.0% | $2,541+10.7% | $4,763-40.9% |
| Participant deferral / active EE | $8,573 | $4,784+79.2% | $4,167+105.7% | $5,983+43.3% |
| Admin fee / account holder | $4,227 | $10,136-58.3% | $6,797-37.8% | $11,252-62.4% |