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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 | $201,508 | $98,766+104.0% | $149,730+34.6% | $79,852+152.4% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 16.07% | 27.43%-11.4pp | 276.70%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $3,189 | $3,217-0.9% | $4,645-31.3% | $2,471+29.1% |
| Participant deferral / active EE | $8,794 | $5,681+54.8% | $6,843+28.5% | $3,740+135.1% |
| Admin fee / account holder | $368 | $6,052-93.9% | $9,310-96.0% | $5,306-93.1% |