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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 | $105,540 | $198,457-46.8% | $170,435-38.1% | $147,586-28.5% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 10.37% | 257.30%-246.9pp | 205.94%-195.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,522 | $6,183-75.4% | $5,432-72.0% | $4,876-68.8% |
| Participant deferral / active EE | $4,730 | $5,629-16.0% | $4,939-4.2% | $5,439-13.0% |
| Admin fee / account holder | $41,352 | $16,852+145.4% | $13,881+197.9% | $10,886+279.9% |