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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 | $212,052 | $98,776+114.7% | $149,745+41.6% | $79,856+165.5% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 19.24% | 27.38%-8.1pp | 276.72%-257.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $5,000 | $3,217+55.4% | $4,646+7.6% | $2,471+102.3% |
| Participant deferral / active EE | $9,018 | $5,681+58.7% | $6,843+31.8% | $3,741+141.1% |
| Admin fee / account holder | $5,022 | $6,053-17.0% | $9,312-46.1% | $5,306-5.4% |