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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 | $198,985 | $109,967+80.9% | $97,197+104.7% | $145,877+36.4% |
| Participation rate | 90.0% | 76.0%+14.0pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 18.63% | 244.27%-225.6pp | 75.47%-56.8pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,479 | $3,077-51.9% | $2,723-45.7% | $4,663-68.3% |
| Participant deferral / active EE | $10,513 | $4,676+124.8% | $4,263+146.6% | $6,691+57.1% |
| Admin fee / account holder | $17,187 | $6,199+177.2% | $5,637+204.9% | $13,402+28.2% |