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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 | $177,624 | $105,210+68.8% | $159,487+11.4% | $85,851+106.9% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 14.07% | 45.08%-31.0pp | 263.71%-249.6pp | 318.63%-304.6pp |
| Employer contribution / active EE | $6,479 | $3,319+95.2% | $4,831+34.1% | $2,565+152.6% |
| Participant deferral / active EE | $6,853 | $5,946+15.3% | $7,354-6.8% | $3,952+73.4% |
| Admin fee / account holder | $939 | $6,934-86.5% | $10,804-91.3% | $6,261-85.0% |