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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 | $168,526 | $98,776+70.6% | $149,745+12.5% | $79,856+111.0% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 13.22% | 27.38%-14.2pp | 276.72%-263.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,621 | $3,217+12.5% | $4,646-22.1% | $2,471+46.5% |
| Participant deferral / active EE | $8,673 | $5,681+52.7% | $6,843+26.7% | $3,741+131.9% |
| Admin fee / account holder | $5,073 | $6,053-16.2% | $9,312-45.5% | $5,306-4.4% |