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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 | $164,173 | $108,911+50.7% | $100,392+63.5% | $145,884+12.5% |
| Participation rate | 94.7% | 83.0%+11.8pp | 81.5%+13.2pp | 80.3%+14.4pp |
| Annual return | 10.35% | 58.23%-47.9pp | 49.45%-39.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,655 | $4,420-62.6% | $3,941-58.0% | $4,662-64.5% |
| Participant deferral / active EE | $11,785 | $8,459+39.3% | $8,090+45.7% | $6,690+76.2% |
| Admin fee / account holder | $21,917 | $9,698+126.0% | $7,904+177.3% | $13,392+63.7% |