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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 | $177,740 | $111,830+58.9% | $93,696+89.7% | $145,884+21.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.03% | 204.08%-194.1pp | 133.74%-123.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,222 | $3,093-28.2% | $2,422-8.2% | $4,662-52.3% |
| Participant deferral / active EE | $1,369 | $4,920-72.2% | $4,417-69.0% | $6,690-79.5% |
| Admin fee / account holder | $5,685 | $10,249-44.5% | $8,287-31.4% | $13,392-57.5% |