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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 | $187,082 | $77,157+142.5% | $108,405+72.6% | $85,847+117.9% |
| Participation rate | 83.3% | 74.7%+8.7pp | 80.1%+3.2pp | 69.3%+14.0pp |
| Annual return | 21.39% | 44.55%-23.2pp | 905.55%-884.2pp | 318.61%-297.2pp |
| Employer contribution / active EE | $2,871 | $2,379+20.7% | $3,559-19.3% | $2,565+11.9% |
| Participant deferral / active EE | $8,551 | $5,567+53.6% | $6,563+30.3% | $3,952+116.4% |
| Admin fee / account holder | $11,051 | $5,174+113.6% | $7,297+51.5% | $6,261+76.5% |