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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 | $169,324 | $102,385+65.4% | $147,080+15.1% | $80,935+109.2% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 26.50% | 135.09%-108.6pp | 420.17%-393.7pp | 35.66%-9.2pp |
| Employer contribution / active EE | $3,800 | $3,717+2.2% | $4,933-23.0% | $2,757+37.8% |
| Participant deferral / active EE | $7,644 | $6,651+14.9% | $8,066-5.2% | $4,299+77.8% |
| Admin fee / account holder | $984 | $7,951-87.6% | $12,989-92.4% | $6,924-85.8% |