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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 | $202,067 | $152,619+32.4% | $125,195+61.4% | $152,909+32.1% |
| Participation rate | 95.8% | 83.3%+12.5pp | 79.8%+16.1pp | 82.5%+13.4pp |
| Annual return | 18.14% | 54.85%-36.7pp | 43.79%-25.7pp | 345.46%-327.3pp |
| Employer contribution / active EE | $8,445 | $4,947+70.7% | $3,866+118.4% | $4,764+77.3% |
| Participant deferral / active EE | $10,425 | $5,869+77.6% | $4,937+111.1% | $5,851+78.2% |
| Admin fee / account holder | $416 | $13,437-96.9% | $9,704-95.7% | $11,601-96.4% |