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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 | $204,086 | $107,941+89.1% | $91,994+121.8% | $152,909+33.5% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.5%+11.3pp |
| Annual return | 24.72% | 89.28%-64.6pp | 69.04%-44.3pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,755 | $4,212-58.3% | $3,453-49.2% | $4,764-63.2% |
| Participant deferral / active EE | $5,078 | $6,366-20.2% | $5,924-14.3% | $5,851-13.2% |
| Admin fee / account holder | $745 | $10,521-92.9% | $7,744-90.4% | $11,601-93.6% |