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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 | $194,708 | $124,346+56.6% | $111,308+74.9% | $167,536+16.2% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.7pp |
| Annual return | 9.79% | 37.45%-27.7pp | 54.67%-44.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $12,975 | $3,437+277.5% | $2,732+375.0% | $4,839+168.1% |
| Participant deferral / active EE | $3,569 | $5,182-31.1% | $4,487-20.5% | $6,342-43.7% |
| Admin fee / account holder | $14,751 | $10,621+38.9% | $7,965+85.2% | $12,315+19.8% |