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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 | $151,327 | $95,406+58.6% | $185,849-18.6% | $85,847+76.3% |
| Participation rate | 97.3% | 68.8%+28.5pp | 81.7%+15.6pp | 69.3%+27.9pp |
| Annual return | 18.34% | 23.59%-5.2pp | 122.10%-103.8pp | 318.61%-300.3pp |
| Employer contribution / active EE | $8,136 | $3,314+145.5% | $5,169+57.4% | $2,565+217.2% |
| Participant deferral / active EE | $6,228 | $3,424+81.9% | $5,569+11.8% | $3,952+57.6% |
| Admin fee / account holder | $2,352 | $7,214-67.4% | $16,244-85.5% | $6,261-62.4% |