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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 | $160,282 | $102,422+56.5% | $147,117+8.9% | $80,959+98.0% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 14.96% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,844 | $3,717+30.3% | $4,932-1.8% | $2,757+75.7% |
| Participant deferral / active EE | $8,022 | $6,652+20.6% | $8,065-0.5% | $4,300+86.5% |
| Admin fee / account holder | $12,321 | $7,953+54.9% | $12,993-5.2% | $6,925+77.9% |