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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 | $167,050 | $81,208+105.7% | $98,916+68.9% | $79,858+109.2% |
| Participation rate | 98.2% | 72.5%+25.7pp | 76.0%+22.2pp | 69.6%+28.5pp |
| Annual return | 10.75% | 60.99%-50.2pp | 196.45%-185.7pp | 31.72%-21.0pp |
| Employer contribution / active EE | $3,599 | $1,960+83.7% | $2,689+33.8% | $2,471+45.7% |
| Participant deferral / active EE | $4,916 | $3,265+50.6% | $4,245+15.8% | $3,740+31.4% |
| Admin fee / account holder | $13,286 | $6,013+121.0% | $6,642+100.0% | $5,306+150.4% |