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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 | $168,871 | $102,422+64.9% | $147,117+14.8% | $80,959+108.6% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.2%+10.5pp | 67.7%+25.0pp |
| Annual return | 16.52% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,842 | $3,717-23.5% | $4,932-42.4% | $2,757+3.1% |
| Participant deferral / active EE | $9,732 | $6,652+46.3% | $8,065+20.7% | $4,300+126.3% |
| Admin fee / account holder | $7,763 | $7,953-2.4% | $12,993-40.3% | $6,925+12.1% |