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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 | $162,047 | $81,208+99.5% | $98,916+63.8% | $79,858+102.9% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 17.77% | 60.99%-43.2pp | 196.45%-178.7pp | 31.72%-13.9pp |
| Employer contribution / active EE | $3,955 | $1,960+101.8% | $2,689+47.1% | $2,471+60.0% |
| Participant deferral / active EE | $7,657 | $3,265+134.5% | $4,245+80.4% | $3,740+104.7% |
| Admin fee / account holder | $15,254 | $6,013+153.7% | $6,642+129.6% | $5,306+187.5% |