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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 | $176,835 | $102,422+72.7% | $147,117+20.2% | $80,959+118.4% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 13.08% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $5,195 | $3,717+39.7% | $4,932+5.3% | $2,757+88.4% |
| Participant deferral / active EE | $7,493 | $6,652+12.6% | $8,065-7.1% | $4,300+74.2% |
| Admin fee / account holder | $5,419 | $7,953-31.9% | $12,993-58.3% | $6,925-21.7% |