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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 | $238,533 | $93,589+154.9% | $135,942+75.5% | $75,181+217.3% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.1pp | 67.2%+29.9pp |
| Annual return | 17.53% | 30.90%-13.4pp | 68.28%-50.7pp | 160.69%-143.2pp |
| Employer contribution / active EE | $5,844 | $3,537+65.2% | $4,858+20.3% | $2,671+118.9% |
| Participant deferral / active EE | $11,215 | $6,405+75.1% | $7,759+44.5% | $4,126+171.8% |
| Admin fee / account holder | $1,714 | $6,977-75.4% | $10,764-84.1% | $5,650-69.7% |