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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 | $111,814+70.6% | $103,378+84.5% | $145,978+30.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 63.97% | 24.80%+39.2pp | 24.91%+39.1pp | 550.52%-486.5pp |
| Employer contribution / active EE | $1,461 | $4,215-65.3% | $3,870-62.3% | $4,662-68.7% |
| Participant deferral / active EE | $4,690 | $5,618-16.5% | $5,058-7.3% | $6,690-29.9% |
| Admin fee / account holder | $1,684 | $9,764-82.8% | $8,401-80.0% | $13,400-87.4% |