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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 | $118,003 | $81,208+45.3% | $98,920+19.3% | $79,856+47.8% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 69.6%+27.3pp |
| Annual return | 13.52% | 60.99%-47.5pp | 196.47%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,491 | $1,960+78.2% | $2,689+29.8% | $2,471+41.3% |
| Participant deferral / active EE | $6,054 | $3,265+85.4% | $4,245+42.6% | $3,741+61.8% |
| Admin fee / account holder | $2,483 | $6,013-58.7% | $6,643-62.6% | $5,306-53.2% |