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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 | $143,793 | $81,208+77.1% | $98,920+45.4% | $79,856+80.1% |
| Participation rate | 83.9% | 72.5%+11.4pp | 76.0%+7.8pp | 69.6%+14.2pp |
| Annual return | 17.42% | 60.99%-43.6pp | 196.47%-179.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,932 | $1,960+49.6% | $2,689+9.0% | $2,471+18.6% |
| Participant deferral / active EE | $5,619 | $3,265+72.1% | $4,245+32.4% | $3,741+50.2% |
| Admin fee / account holder | $1,314 | $6,013-78.1% | $6,643-80.2% | $5,306-75.2% |