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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 | $181,421 | $102,422+77.1% | $147,117+23.3% | $80,959+124.1% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 17.39% | 135.16%-117.8pp | 420.54%-403.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $5,516 | $3,717+48.4% | $4,932+11.8% | $2,757+100.1% |
| Participant deferral / active EE | $8,603 | $6,652+29.3% | $8,065+6.7% | $4,300+100.0% |
| Admin fee / account holder | $2,849 | $7,953-64.2% | $12,993-78.1% | $6,925-58.9% |