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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 | $178,270 | $98,776+80.5% | $149,745+19.0% | $79,856+123.2% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 20.34% | 27.38%-7.0pp | 276.72%-256.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,193 | $3,217+30.3% | $4,646-9.7% | $2,471+69.7% |
| Participant deferral / active EE | $9,123 | $5,681+60.6% | $6,843+33.3% | $3,741+143.9% |
| Admin fee / account holder | $2,816 | $6,053-53.5% | $9,312-69.8% | $5,306-46.9% |