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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 | $177,653 | $111,814+58.9% | $93,654+89.7% | $145,959+21.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 12.41% | 203.30%-190.9pp | 133.34%-120.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,439 | $3,092-21.1% | $2,421+0.7% | $4,661-47.7% |
| Participant deferral / active EE | $5,853 | $4,914+19.1% | $4,413+32.6% | $6,689-12.5% |
| Admin fee / account holder | $4,550 | $10,246-55.6% | $8,282-45.1% | $13,398-66.0% |