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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 | $143,602 | $104,953+36.8% | $84,637+69.7% | $152,909-6.1% |
| Participation rate | 89.5% | 74.8%+14.6pp | 68.2%+21.2pp | 82.5%+7.0pp |
| Annual return | 25.25% | 373.94%-348.7pp | 258.82%-233.6pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,596 | $3,304-51.7% | $2,653-39.9% | $4,764-66.5% |
| Participant deferral / active EE | $4,847 | $4,691+3.3% | $3,900+24.3% | $5,851-17.2% |
| Admin fee / account holder | $13,437 | $6,244+115.2% | $4,914+173.4% | $11,601+15.8% |