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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 | $177,109 | $102,382+73.0% | $147,005+20.5% | $80,874+119.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 16.45% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $4,440 | $3,715+19.5% | $4,934-10.0% | $2,756+61.1% |
| Participant deferral / active EE | $8,477 | $6,646+27.5% | $8,070+5.0% | $4,297+97.3% |
| Admin fee / account holder | $3,744 | $7,942-52.9% | $13,006-71.2% | $6,935-46.0% |