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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 | $164,773 | $98,776+66.8% | $149,745+10.0% | $79,856+106.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 16.52% | 27.38%-10.9pp | 276.72%-260.2pp | 31.71%-15.2pp |
| Employer contribution / active EE | $5,187 | $3,217+61.2% | $4,646+11.7% | $2,471+109.9% |
| Participant deferral / active EE | $8,120 | $5,681+42.9% | $6,843+18.7% | $3,741+117.1% |
| Admin fee / account holder | $2,021 | $6,053-66.6% | $9,312-78.3% | $5,306-61.9% |