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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 | $156,591 | $77,157+103.0% | $108,405+44.4% | $85,851+82.4% |
| Participation rate | 93.6% | 74.7%+19.0pp | 80.1%+13.5pp | 69.3%+24.3pp |
| Annual return | 15.08% | 44.55%-29.5pp | 905.55%-890.5pp | 318.63%-303.6pp |
| Employer contribution / active EE | $2,677 | $2,379+12.5% | $3,559-24.8% | $2,565+4.4% |
| Participant deferral / active EE | $8,150 | $5,567+46.4% | $6,563+24.2% | $3,952+106.2% |
| Admin fee / account holder | $5,786 | $5,174+11.8% | $7,297-20.7% | $6,261-7.6% |