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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 | $159,767 | $111,830+42.9% | $93,696+70.5% | $145,884+9.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.64% | 204.08%-194.4pp | 133.74%-124.1pp | 551.85%-542.2pp |
| Employer contribution / active EE | $3,531 | $3,093+14.2% | $2,422+45.8% | $4,662-24.3% |
| Participant deferral / active EE | $7,945 | $4,920+61.5% | $4,417+79.9% | $6,690+18.8% |
| Admin fee / account holder | $17,325 | $10,249+69.0% | $8,287+109.1% | $13,392+29.4% |