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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 | $185,765 | $105,198+76.6% | $159,455+16.5% | $85,856+116.4% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 16.78% | 45.08%-28.3pp | 263.63%-246.9pp | 318.58%-301.8pp |
| Employer contribution / active EE | $2,800 | $3,319-15.6% | $4,830-42.0% | $2,565+9.2% |
| Participant deferral / active EE | $8,744 | $5,946+47.1% | $7,353+18.9% | $3,952+121.3% |
| Admin fee / account holder | $3,807 | $6,934-45.1% | $10,800-64.8% | $6,261-39.2% |