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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 | $192,017 | $107,941+77.9% | $91,994+108.7% | $152,909+25.6% |
| Participation rate | 95.0% | 81.2%+13.8pp | 78.6%+16.4pp | 82.5%+12.5pp |
| Annual return | 29.54% | 89.28%-59.7pp | 69.04%-39.5pp | 345.46%-315.9pp |
| Employer contribution / active EE | $2,408 | $4,212-42.8% | $3,453-30.2% | $4,764-49.4% |
| Participant deferral / active EE | $6,892 | $6,366+8.3% | $5,924+16.3% | $5,851+17.8% |
| Admin fee / account holder | $5,014 | $10,521-52.3% | $7,744-35.2% | $11,601-56.8% |