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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 | $152,212 | $63,346+140.3% | $92,240+65.0% | $70,126+117.1% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 29.28% | 530.19%-500.9pp | 176.29%-147.0pp | 73.15%-43.9pp |
| Employer contribution / active EE | $3,504 | $2,471+41.8% | $3,680-4.8% | $2,343+49.6% |
| Participant deferral / active EE | $7,681 | $2,854+169.2% | $3,897+97.1% | $3,332+130.5% |
| Admin fee / account holder | $5,657 | $3,841+47.3% | $5,194+8.9% | $4,645+21.8% |