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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 | $175,311 | $98,766+77.5% | $149,730+17.1% | $79,852+119.5% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.7pp |
| Annual return | 19.19% | 27.43%-8.2pp | 276.70%-257.5pp | 31.72%-12.5pp |
| Employer contribution / active EE | $3,332 | $3,217+3.6% | $4,645-28.3% | $2,471+34.8% |
| Participant deferral / active EE | $9,879 | $5,681+73.9% | $6,843+44.4% | $3,740+164.1% |
| Admin fee / account holder | $8,584 | $6,052+41.8% | $9,310-7.8% | $5,306+61.8% |