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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 | $198,889 | $115,814+71.7% | $101,275+96.4% | $158,982+25.1% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 16.25% | 56.16%-39.9pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $3,693 | $4,176-11.6% | $3,660+0.9% | $4,763-22.5% |
| Participant deferral / active EE | $8,938 | $4,958+80.3% | $4,371+104.5% | $5,983+49.4% |
| Admin fee / account holder | $614 | $7,249-91.5% | $5,948-89.7% | $11,252-94.5% |