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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 | $157,411 | $98,776+59.4% | $149,745+5.1% | $79,856+97.1% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.5%+10.3pp | 69.6%+23.1pp |
| Annual return | 15.63% | 27.38%-11.7pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $826 | $3,217-74.3% | $4,646-82.2% | $2,471-66.6% |
| Participant deferral / active EE | $9,688 | $5,681+70.5% | $6,843+41.6% | $3,741+159.0% |
| Admin fee / account holder | $12,527 | $6,053+107.0% | $9,312+34.5% | $5,306+136.1% |