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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 | $163,591 | $81,208+101.4% | $98,920+65.4% | $79,856+104.9% |
| Participation rate | 93.3% | 72.5%+20.8pp | 76.0%+17.3pp | 69.6%+23.7pp |
| Annual return | 13.65% | 60.99%-47.3pp | 196.47%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,580 | $1,960+133.7% | $2,689+70.3% | $2,471+85.3% |
| Participant deferral / active EE | $8,022 | $3,265+145.7% | $4,245+89.0% | $3,741+114.5% |
| Admin fee / account holder | $6,022 | $6,013+0.1% | $6,643-9.3% | $5,306+13.5% |