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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 | $165,801 | $91,179+81.8% | $178,499-7.1% | $79,852+107.6% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 13.74% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $6,549 | $3,256+101.1% | $5,011+30.7% | $2,471+165.0% |
| Participant deferral / active EE | $5,929 | $3,236+83.2% | $5,202+14.0% | $3,740+58.5% |
| Admin fee / account holder | $8,789 | $6,749+30.2% | $13,986-37.2% | $5,306+65.6% |