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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 | $193,226 | $102,393+88.7% | $147,041+31.4% | $80,911+138.8% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 14.02% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $2,945 | $3,715-20.7% | $4,935-40.3% | $2,756+6.9% |
| Participant deferral / active EE | $7,675 | $6,647+15.5% | $8,071-4.9% | $4,297+78.6% |
| Admin fee / account holder | $10,922 | $7,943+37.5% | $13,006-16.0% | $6,935+57.5% |