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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 | $154,729 | $78,423+97.3% | $95,964+61.2% | $79,856+93.8% |
| Participation rate | 93.5% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+23.9pp |
| Annual return | 14.06% | 19.37%-5.3pp | 91.64%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $6,164 | $1,945+216.8% | $2,541+142.6% | $2,471+149.4% |
| Participant deferral / active EE | $21,203 | $3,440+516.3% | $4,167+408.9% | $3,741+466.8% |
| Admin fee / account holder | $4,225 | $5,622-24.8% | $6,797-37.8% | $5,306-20.4% |