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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 | $155,661 | $98,776+57.6% | $149,745+4.0% | $79,856+94.9% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 12.39% | 27.38%-15.0pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,342 | $3,217+66.1% | $4,646+15.0% | $2,471+116.2% |
| Participant deferral / active EE | $11,298 | $5,681+98.9% | $6,843+65.1% | $3,741+202.0% |
| Admin fee / account holder | $47,946 | $6,053+692.1% | $9,312+414.9% | $5,306+803.5% |