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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 | $229,295 | $111,535+105.6% | $105,223+117.9% | $137,256+67.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 13.72% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,714 | $3,939-31.1% | $3,689-26.4% | $4,156-34.7% |
| Participant deferral / active EE | $4,498 | $5,500-18.2% | $5,072-11.3% | $6,407-29.8% |
| Admin fee / account holder | $77,652 | $9,721+698.8% | $8,859+776.6% | $12,270+532.9% |