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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 | $111,814+59.0% | $93,654+89.8% | $145,959+21.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.03% | 203.30%-193.3pp | 133.34%-123.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,222 | $3,092-28.1% | $2,421-8.2% | $4,661-52.3% |
| Participant deferral / active EE | $1,369 | $4,914-72.2% | $4,413-69.0% | $6,689-79.5% |
| Admin fee / account holder | $5,685 | $10,246-44.5% | $8,282-31.4% | $13,398-57.6% |