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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 | $176,376 | $68,394+157.9% | $94,672+86.3% | $75,177+134.6% |
| Participation rate | 90.8% | 76.1%+14.7pp | 80.8%+10.0pp | 67.2%+23.6pp |
| Annual return | 18.33% | 616.92%-598.6pp | 156.89%-138.6pp | 160.75%-142.4pp |
| Employer contribution / active EE | $2,824 | $2,701+4.6% | $3,673-23.1% | $2,671+5.7% |
| Participant deferral / active EE | $8,380 | $6,536+28.2% | $7,417+13.0% | $4,126+103.1% |
| Admin fee / account holder | $3,446 | $5,326-35.3% | $7,222-52.3% | $5,651-39.0% |