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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 | $198,117 | $125,778+57.5% | $114,563+72.9% | $154,746+28.0% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.9%+17.6pp | 80.7%+9.8pp |
| Annual return | 16.97% | 295.14%-278.2pp | 241.09%-224.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,637 | $2,806-41.7% | $2,592-36.9% | $4,379-62.6% |
| Participant deferral / active EE | $8,331 | $4,445+87.4% | $4,142+101.1% | $6,730+23.8% |
| Admin fee / account holder | $36,764 | $8,190+348.9% | $7,623+382.3% | $14,365+155.9% |