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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 | $218,623 | $111,535+96.0% | $105,223+107.8% | $137,256+59.3% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 12.95% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,050 | $3,939-73.3% | $3,689-71.5% | $4,156-74.7% |
| Participant deferral / active EE | $5,252 | $5,500-4.5% | $5,072+3.6% | $6,407-18.0% |
| Admin fee / account holder | $2,996 | $9,721-69.2% | $8,859-66.2% | $12,270-75.6% |