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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 | $173,382 | $105,198+64.8% | $159,455+8.7% | $85,856+101.9% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.8%-0.9pp | 69.3%+12.6pp |
| Annual return | 14.32% | 45.08%-30.8pp | 263.63%-249.3pp | 318.58%-304.3pp |
| Employer contribution / active EE | $5,715 | $3,319+72.2% | $4,830+18.3% | $2,565+122.8% |
| Participant deferral / active EE | $8,050 | $5,946+35.4% | $7,353+9.5% | $3,952+103.7% |
| Admin fee / account holder | $16,041 | $6,934+131.3% | $10,800+48.5% | $6,261+156.2% |