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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 | $235,556 | $111,785+110.7% | $93,669+151.5% | $145,877+61.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.61% | 203.79%-194.2pp | 133.59%-124.0pp | 551.28%-541.7pp |
| Employer contribution / active EE | $3,751 | $3,096+21.2% | $2,424+54.8% | $4,663-19.6% |
| Participant deferral / active EE | $7,401 | $4,919+50.5% | $4,416+67.6% | $6,691+10.6% |
| Admin fee / account holder | $2,644 | $10,256-74.2% | $8,291-68.1% | $13,402-80.3% |