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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 | $155,984 | $105,200+48.3% | $159,474-2.2% | $85,847+81.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.4pp | 69.3%+26.9pp |
| Annual return | 14.26% | 45.08%-30.8pp | 263.68%-249.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $2,175 | $3,319-34.5% | $4,831-55.0% | $2,565-15.2% |
| Participant deferral / active EE | $5,443 | $5,946-8.4% | $7,353-26.0% | $3,952+37.7% |
| Admin fee / account holder | $22,217 | $6,934+220.4% | $10,802+105.7% | $6,261+254.9% |