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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 | $162,228 | $118,708+36.7% | $98,920+64.0% | $158,966+2.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 17.10% | 372.49%-355.4pp | 196.47%-179.4pp | 302.95%-285.8pp |
| Employer contribution / active EE | $2,443 | $3,334-26.7% | $2,689-9.2% | $4,762-48.7% |
| Participant deferral / active EE | $6,599 | $5,089+29.7% | $4,245+55.5% | $5,983+10.3% |
| Admin fee / account holder | $17,461 | $10,134+72.3% | $6,643+162.9% | $11,250+55.2% |