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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 | $171,551 | $58,311+194.2% | $81,882+109.5% | $80,959+111.9% |
| Participation rate | 82.7% | 63.5%+19.2pp | 72.4%+10.3pp | 67.7%+15.0pp |
| Annual return | 12.11% | 41.85%-29.7pp | 779.47%-767.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,916 | $2,347+66.9% | $2,916+34.3% | $2,757+42.0% |
| Participant deferral / active EE | $6,767 | $3,287+105.9% | $4,323+56.5% | $4,300+57.4% |
| Admin fee / account holder | $13,730 | $4,752+188.9% | $7,360+86.6% | $6,925+98.3% |