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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 | $148,941 | $52,353+184.5% | $120,225+23.9% | $82,448+80.6% |
| Participation rate | 84.4% | 58.3%+26.1pp | 69.6%+14.8pp | 68.1%+16.3pp |
| Annual return | 17.75% | 61.85%-44.1pp | 439.23%-421.5pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,210 | $1,510+112.6% | $3,475-7.6% | $2,551+25.8% |
| Participant deferral / active EE | $9,098 | $2,627+246.3% | $3,999+127.5% | $4,139+119.8% |
| Admin fee / account holder | $9,453 | $4,363+116.7% | $5,696+65.9% | $7,234+30.7% |