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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 | $162,461 | $102,382+58.7% | $147,005+10.5% | $80,874+100.9% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 12.80% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $4,018 | $3,715+8.2% | $4,934-18.6% | $2,756+45.8% |
| Participant deferral / active EE | $9,178 | $6,646+38.1% | $8,070+13.7% | $4,297+113.6% |
| Admin fee / account holder | $11,640 | $7,942+46.6% | $13,006-10.5% | $6,935+67.8% |