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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 | $175,089 | $98,776+77.3% | $149,745+16.9% | $79,856+119.3% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.6%+21.8pp |
| Annual return | 14.72% | 27.38%-12.7pp | 276.72%-262.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,516 | $3,217-21.8% | $4,646-45.8% | $2,471+1.8% |
| Participant deferral / active EE | $7,283 | $5,681+28.2% | $6,843+6.4% | $3,741+94.7% |
| Admin fee / account holder | $27,171 | $6,053+348.9% | $9,312+191.8% | $5,306+412.0% |