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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 | $178,621 | $105,210+69.8% | $159,487+12.0% | $85,851+108.1% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 13.12% | 45.08%-32.0pp | 263.71%-250.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $7,714 | $3,319+132.4% | $4,831+59.7% | $2,565+200.7% |
| Participant deferral / active EE | $6,792 | $5,946+14.2% | $7,354-7.6% | $3,952+71.8% |
| Admin fee / account holder | $10,531 | $6,934+51.9% | $10,804-2.5% | $6,261+68.2% |