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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 | $244,135 | $78,425+211.3% | $95,956+154.4% | $79,858+205.7% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 12.43% | 19.37%-6.9pp | 91.63%-79.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $3,474 | $1,945+78.6% | $2,541+36.7% | $2,471+40.6% |
| Participant deferral / active EE | $8,507 | $3,440+147.3% | $4,167+104.2% | $3,740+127.5% |
| Admin fee / account holder | $36,438 | $5,622+548.1% | $6,797+436.1% | $5,306+586.7% |