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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 | $178,629 | $109,372+63.3% | $89,414+99.8% | $158,966+12.4% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 20.30% | 345.55%-325.3pp | 245.50%-225.2pp | 302.95%-282.7pp |
| Employer contribution / active EE | $3,638 | $3,171+14.7% | $2,586+40.7% | $4,762-23.6% |
| Participant deferral / active EE | $8,296 | $4,598+80.4% | $3,890+113.3% | $5,983+38.7% |
| Admin fee / account holder | $1,579 | $6,156-74.4% | $4,883-67.7% | $11,250-86.0% |