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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 | $163,329 | $78,707+107.5% | $117,861+38.6% | $70,126+132.9% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 14.71% | 23.30%-8.6pp | 335.11%-320.4pp | 73.15%-58.4pp |
| Employer contribution / active EE | $4,464 | $2,223+100.8% | $3,786+17.9% | $2,343+90.6% |
| Participant deferral / active EE | $7,759 | $3,297+135.3% | $4,482+73.1% | $3,332+132.9% |
| Admin fee / account holder | $2,269 | $5,066-55.2% | $8,021-71.7% | $4,645-51.1% |