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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 | $204,102 | $105,200+94.0% | $159,474+28.0% | $85,847+137.8% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 13.08% | 45.08%-32.0pp | 263.68%-250.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $4,966 | $3,319+49.6% | $4,831+2.8% | $2,565+93.6% |
| Participant deferral / active EE | $7,508 | $5,946+26.3% | $7,353+2.1% | $3,952+90.0% |
| Admin fee / account holder | $8,033 | $6,934+15.8% | $10,802-25.6% | $6,261+28.3% |