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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 | $154,888 | $100,073+54.8% | $85,126+82.0% | $145,877+6.2% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 13.16% | 84.11%-70.9pp | 66.63%-53.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $8,367 | $3,236+158.5% | $2,731+206.4% | $4,663+79.4% |
| Participant deferral / active EE | $13,457 | $5,294+154.2% | $4,523+197.5% | $6,691+101.1% |
| Admin fee / account holder | $7,653 | $7,261+5.4% | $6,160+24.2% | $13,402-42.9% |