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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 | $174,832 | $105,210+66.2% | $159,487+9.6% | $85,851+103.6% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 16.38% | 45.08%-28.7pp | 263.71%-247.3pp | 318.63%-302.3pp |
| Employer contribution / active EE | $3,064 | $3,319-7.7% | $4,831-36.6% | $2,565+19.4% |
| Participant deferral / active EE | $6,191 | $5,946+4.1% | $7,354-15.8% | $3,952+56.6% |
| Admin fee / account holder | $1,790 | $6,934-74.2% | $10,804-83.4% | $6,261-71.4% |