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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 | $191,276 | $114,119+67.6% | $107,187+78.5% | $138,895+37.7% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 79.9%+15.7pp |
| Annual return | 19.63% | 273.21%-253.6pp | 204.55%-184.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $25,759 | $4,059+534.7% | $3,782+581.1% | $4,194+514.2% |
| Participant deferral / active EE | $1,571 | $5,538-71.6% | $5,096-69.2% | $6,396-75.4% |
| Admin fee / account holder | $748 | $10,024-92.5% | $9,162-91.8% | $12,562-94.0% |