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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 | $155,834 | $106,267+46.6% | $96,520+61.5% | $139,456+11.7% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 16.96% | 38.45%-21.5pp | 35.72%-18.8pp | 373.45%-356.5pp |
| Employer contribution / active EE | $10,750 | $4,105+161.9% | $3,739+187.5% | $4,753+126.2% |
| Participant deferral / active EE | $3,150 | $5,454-42.2% | $4,879-35.4% | $6,711-53.1% |
| Admin fee / account holder | $9,141 | $7,882+16.0% | $6,733+35.8% | $11,407-19.9% |