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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 | $173,419 | $81,208+113.5% | $98,920+75.3% | $79,856+117.2% |
| Participation rate | 94.0% | 72.5%+21.5pp | 76.0%+18.0pp | 69.6%+24.4pp |
| Annual return | 13.04% | 60.99%-48.0pp | 196.47%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,951 | $1,960+50.6% | $2,689+9.7% | $2,471+19.4% |
| Participant deferral / active EE | $8,425 | $3,265+158.1% | $4,245+98.5% | $3,741+125.2% |
| Admin fee / account holder | $18,832 | $6,013+213.2% | $6,643+183.5% | $5,306+254.9% |