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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 | $179,511 | $107,363+67.2% | $92,909+93.2% | $152,897+17.4% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 17.84% | 145.63%-127.8pp | 109.44%-91.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $13,043 | $4,222+208.9% | $3,653+257.0% | $4,764+173.8% |
| Participant deferral / active EE | $9,303 | $4,848+91.9% | $4,238+119.5% | $5,851+59.0% |
| Admin fee / account holder | $3,126 | $7,082-55.9% | $5,795-46.1% | $11,599-73.0% |