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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 | $211,241 | $89,259+136.7% | $107,187+97.1% | $82,637+155.6% |
| Participation rate | 94.3% | 67.9%+26.4pp | 75.0%+19.3pp | 68.1%+26.3pp |
| Annual return | 17.93% | 21.02%-3.1pp | 204.55%-186.6pp | 53.51%-35.6pp |
| Employer contribution / active EE | $3,147 | $3,080+2.2% | $3,782-16.8% | $2,552+23.3% |
| Participant deferral / active EE | $5,541 | $4,037+37.2% | $5,096+8.7% | $4,126+34.3% |
| Admin fee / account holder | $18,244 | $7,381+147.2% | $9,162+99.1% | $7,339+148.6% |