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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 | $179,724 | $90,397+98.8% | $76,002+136.5% | $145,959+23.1% |
| Participation rate | 95.2% | 74.5%+20.7pp | 69.1%+26.2pp | 80.3%+15.0pp |
| Annual return | 10.74% | 621.97%-611.2pp | 360.07%-349.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,677 | $3,317-49.4% | $2,688-37.6% | $4,661-64.0% |
| Participant deferral / active EE | $6,024 | $5,163+16.7% | $4,257+41.5% | $6,689-9.9% |
| Admin fee / account holder | $3,502 | $8,369-58.2% | $6,414-45.4% | $13,398-73.9% |