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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 | $177,135 | $112,121+58.0% | $95,960+84.6% | $158,966+11.4% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 101.02% | 171.16%-70.1pp | 91.63%+9.4pp | 302.95%-201.9pp |
| Employer contribution / active EE | $2,762 | $3,199-13.7% | $2,541+8.7% | $4,762-42.0% |
| Participant deferral / active EE | $8,931 | $4,784+86.7% | $4,167+114.4% | $5,983+49.3% |
| Admin fee / account holder | $3,126 | $10,135-69.2% | $6,797-54.0% | $11,250-72.2% |