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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 | $180,341 | $102,422+76.1% | $147,117+22.6% | $80,959+122.8% |
| Participation rate | 92.4% | 75.9%+16.5pp | 82.2%+10.2pp | 67.7%+24.7pp |
| Annual return | 14.10% | 135.16%-121.1pp | 420.54%-406.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,568 | $3,717+22.9% | $4,932-7.4% | $2,757+65.7% |
| Participant deferral / active EE | $8,047 | $6,652+21.0% | $8,065-0.2% | $4,300+87.1% |
| Admin fee / account holder | $5,362 | $7,953-32.6% | $12,993-58.7% | $6,925-22.6% |