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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 | $154,415 | $106,905+44.4% | $84,020+83.8% | $152,885+1.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 15.84% | 105.00%-89.2pp | 71.31%-55.5pp | 345.39%-329.5pp |
| Employer contribution / active EE | $6,236 | $2,735+128.1% | $1,984+214.4% | $4,763+30.9% |
| Participant deferral / active EE | $7,360 | $4,012+83.5% | $3,239+127.3% | $5,851+25.8% |
| Admin fee / account holder | $1,329 | $8,287-84.0% | $6,101-78.2% | $11,598-88.5% |