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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 | $181,465 | $60,128+201.8% | $90,440+100.6% | $79,852+127.3% |
| Participation rate | 89.2% | 65.0%+24.2pp | 72.7%+16.5pp | 69.6%+19.6pp |
| Annual return | 18.45% | 71.95%-53.5pp | 1294.38%-1275.9pp | 31.72%-13.3pp |
| Employer contribution / active EE | $3,506 | $2,068+69.5% | $3,263+7.5% | $2,471+41.9% |
| Participant deferral / active EE | $6,305 | $2,939+114.6% | $3,964+59.1% | $3,740+68.6% |
| Admin fee / account holder | $6,732 | $3,977+69.3% | $5,615+19.9% | $5,306+26.9% |