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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 | $175,449 | $136,433+28.6% | $98,864+77.5% | $167,553+4.7% |
| Participation rate | 85.7% | 70.3%+15.5pp | 65.7%+20.0pp | 82.1%+3.6pp |
| Annual return | 14.30% | 67.76%-53.5pp | 50.03%-35.7pp | 478.89%-464.6pp |
| Employer contribution / active EE | $12,686 | $2,636+381.2% | $2,070+513.0% | $4,840+162.1% |
| Participant deferral / active EE | $10,946 | $3,721+194.2% | $3,037+260.4% | $6,343+72.6% |
| Admin fee / account holder | $4,507 | $5,039-10.6% | $4,080+10.5% | $12,316-63.4% |