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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 | $140,276 | $81,208+72.7% | $98,920+41.8% | $79,852+75.7% |
| Participation rate | 91.1% | 72.5%+18.6pp | 76.0%+15.1pp | 69.6%+21.5pp |
| Annual return | 22.03% | 60.99%-39.0pp | 196.47%-174.4pp | 31.72%-9.7pp |
| Employer contribution / active EE | $3,617 | $1,960+84.6% | $2,689+34.5% | $2,471+46.4% |
| Participant deferral / active EE | $4,461 | $3,265+36.6% | $4,245+5.1% | $3,740+19.3% |
| Admin fee / account holder | $10,252 | $6,013+70.5% | $6,643+54.3% | $5,306+93.2% |