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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 | $228,613 | $121,637+87.9% | $104,605+118.5% | $158,931+43.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 13.16% | 465.32%-452.2pp | 340.46%-327.3pp | 302.86%-289.7pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,861 | $4,177+40.3% | $3,739+56.7% | $5,982-2.0% |
| Admin fee / account holder | $550 | $7,788-92.9% | $6,473-91.5% | $11,247-95.1% |