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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 | $111,830+110.6% | $93,696+151.4% | $145,884+61.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.61% | 204.08%-194.5pp | 133.74%-124.1pp | 551.85%-542.2pp |
| Employer contribution / active EE | $3,751 | $3,093+21.3% | $2,422+54.9% | $4,662-19.5% |
| Participant deferral / active EE | $7,401 | $4,920+50.4% | $4,417+67.6% | $6,690+10.6% |
| Admin fee / account holder | $2,644 | $10,249-74.2% | $8,287-68.1% | $13,392-80.3% |