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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 | $163,910 | $111,535+47.0% | $105,223+55.8% | $137,256+19.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 16.01% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,868 | $3,939-27.2% | $3,689-22.2% | $4,156-31.0% |
| Participant deferral / active EE | $7,099 | $5,500+29.1% | $5,072+40.0% | $6,407+10.8% |
| Admin fee / account holder | $27,360 | $9,721+181.4% | $8,859+208.8% | $12,270+123.0% |