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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 | $103,213 | $72,071+43.2% | $68,368+51.0% | $137,256-24.8% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.0%+14.8pp |
| Annual return | 14.57% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,673 | $2,788-4.1% | $2,649+0.9% | $4,156-35.7% |
| Participant deferral / active EE | $6,455 | $4,410+46.4% | $4,123+56.6% | $6,407+0.8% |
| Admin fee / account holder | $1,508 | $5,336-71.7% | $5,150-70.7% | $12,270-87.7% |