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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 | $176,193 | $49,976+252.6% | $66,674+164.3% | $82,637+113.2% |
| Participation rate | 79.7% | 63.1%+16.6pp | 73.7%+6.0pp | 68.1%+11.7pp |
| Annual return | 18.83% | 39.09%-20.3pp | 321.24%-302.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $3,181 | $1,988+60.0% | $2,620+21.4% | $2,552+24.6% |
| Participant deferral / active EE | $11,112 | $2,847+290.4% | $4,084+172.1% | $4,126+169.3% |
| Admin fee / account holder | $12,305 | $4,594+167.9% | $5,098+141.4% | $7,339+67.7% |