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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 | $167,353 | $115,814+44.5% | $101,275+65.2% | $158,982+5.3% |
| Participation rate | 95.2% | 79.4%+15.9pp | 75.8%+19.4pp | 82.0%+13.3pp |
| Annual return | 11.27% | 56.16%-44.9pp | 46.48%-35.2pp | 302.99%-291.7pp |
| Employer contribution / active EE | $5,519 | $4,176+32.2% | $3,660+50.8% | $4,763+15.9% |
| Participant deferral / active EE | $11,866 | $4,958+139.3% | $4,371+171.5% | $5,983+98.3% |
| Admin fee / account holder | $1,879 | $7,249-74.1% | $5,948-68.4% | $11,252-83.3% |