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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 | $193,347 | $88,672+118.0% | $105,223+83.7% | $82,448+134.5% |
| Participation rate | 82.8% | 67.9%+14.8pp | 75.0%+7.7pp | 68.1%+14.7pp |
| Annual return | 13.45% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,527 | $3,048+48.5% | $3,689+22.7% | $2,551+77.5% |
| Participant deferral / active EE | $4,049 | $4,036+0.3% | $5,072-20.2% | $4,139-2.2% |
| Admin fee / account holder | $22,727 | $7,146+218.0% | $8,859+156.5% | $7,234+214.2% |