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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 | $151,247 | $91,179+65.9% | $178,499-15.3% | $79,852+89.4% |
| Participation rate | 98.4% | 69.2%+29.2pp | 81.9%+16.4pp | 69.6%+28.7pp |
| Annual return | 12.01% | 24.19%-12.2pp | 151.10%-139.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $5,821 | $3,256+78.8% | $5,011+16.2% | $2,471+135.5% |
| Participant deferral / active EE | $4,659 | $3,236+44.0% | $5,202-10.4% | $3,740+24.6% |
| Admin fee / account holder | $6,771 | $6,749+0.3% | $13,986-51.6% | $5,306+27.6% |