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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 | $190,744 | $110,410+72.8% | $102,437+86.2% | $145,897+30.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 63.97% | 24.85%+39.1pp | 24.95%+39.0pp | 552.29%-488.3pp |
| Employer contribution / active EE | $1,461 | $4,217-65.4% | $3,871-62.3% | $4,663-68.7% |
| Participant deferral / active EE | $4,690 | $5,622-16.6% | $5,060-7.3% | $6,689-29.9% |
| Admin fee / account holder | $1,684 | $9,745-82.7% | $8,388-79.9% | $13,390-87.4% |