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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 | $158,000 | $61,125+158.5% | $94,057+68.0% | $87,485+80.6% |
| Participation rate | 84.8% | 64.1%+20.8pp | 73.3%+11.5pp | 68.9%+15.9pp |
| Annual return | 19.34% | 35.20%-15.9pp | 480.62%-461.3pp | 26.06%-6.7pp |
| Employer contribution / active EE | $3,677 | $2,136+72.1% | $2,933+25.4% | $2,596+41.6% |
| Participant deferral / active EE | $8,666 | $3,260+165.8% | $4,709+84.0% | $4,274+102.8% |
| Admin fee / account holder | $10,930 | $5,629+94.2% | $7,244+50.9% | $7,775+40.6% |