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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 | $149,682 | $81,208+84.3% | $98,920+51.3% | $79,856+87.4% |
| Participation rate | 86.4% | 72.5%+13.9pp | 76.0%+10.4pp | 69.6%+16.8pp |
| Annual return | 15.80% | 60.99%-45.2pp | 196.47%-180.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,207 | $1,960+63.7% | $2,689+19.3% | $2,471+29.8% |
| Participant deferral / active EE | $5,603 | $3,265+71.6% | $4,245+32.0% | $3,741+49.8% |
| Admin fee / account holder | $10,478 | $6,013+74.3% | $6,643+57.7% | $5,306+97.5% |