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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 | $151,834 | $78,705+92.9% | $117,857+28.8% | $70,131+116.5% |
| Participation rate | 88.4% | 73.2%+15.2pp | 79.7%+8.7pp | 69.5%+18.8pp |
| Annual return | 14.24% | 23.30%-9.1pp | 335.09%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $4,677 | $2,223+110.3% | $3,786+23.5% | $2,342+99.6% |
| Participant deferral / active EE | $7,630 | $3,297+131.4% | $4,482+70.3% | $3,332+129.0% |
| Admin fee / account holder | $18,769 | $5,065+270.5% | $8,020+134.0% | $4,645+304.0% |