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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 | $191,178 | $105,198+81.7% | $159,455+19.9% | $85,856+122.7% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 14.34% | 45.08%-30.7pp | 263.63%-249.3pp | 318.58%-304.2pp |
| Employer contribution / active EE | $4,311 | $3,319+29.9% | $4,830-10.7% | $2,565+68.1% |
| Participant deferral / active EE | $7,952 | $5,946+33.7% | $7,353+8.2% | $3,952+101.2% |
| Admin fee / account holder | $12,366 | $6,934+78.3% | $10,800+14.5% | $6,261+97.5% |