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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 | $147,148 | $78,682+87.0% | $109,188+34.8% | $85,851+71.4% |
| Participation rate | 77.8% | 68.3%+9.5pp | 75.9%+1.9pp | 69.3%+8.5pp |
| Annual return | 53.15% | 25.09%+28.1pp | 25.76%+27.4pp | 318.63%-265.5pp |
| Employer contribution / active EE | $5,005 | $2,734+83.1% | $3,723+34.4% | $2,565+95.1% |
| Participant deferral / active EE | $6,988 | $3,468+101.5% | $4,654+50.2% | $3,952+76.8% |
| Admin fee / account holder | $2,783 | $5,470-49.1% | $6,755-58.8% | $6,261-55.5% |