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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 | $195,683 | $105,210+86.0% | $159,487+22.7% | $85,851+127.9% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.8%-1.0pp | 69.3%+12.5pp |
| Annual return | 16.08% | 45.08%-29.0pp | 263.71%-247.6pp | 318.63%-302.6pp |
| Employer contribution / active EE | $2,832 | $3,319-14.7% | $4,831-41.4% | $2,565+10.4% |
| Participant deferral / active EE | $5,544 | $5,946-6.8% | $7,354-24.6% | $3,952+40.3% |
| Admin fee / account holder | $6,747 | $6,934-2.7% | $10,804-37.5% | $6,261+7.8% |