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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 | $171,876 | $81,208+111.6% | $98,920+73.8% | $79,852+115.2% |
| Participation rate | 87.1% | 72.5%+14.6pp | 76.0%+11.1pp | 69.6%+17.5pp |
| Annual return | 17.04% | 60.99%-44.0pp | 196.47%-179.4pp | 31.72%-14.7pp |
| Employer contribution / active EE | $5,158 | $1,960+163.2% | $2,689+91.8% | $2,471+108.7% |
| Participant deferral / active EE | $13,150 | $3,265+302.8% | $4,245+209.8% | $3,740+251.6% |
| Admin fee / account holder | $17,485 | $6,013+190.8% | $6,643+163.2% | $5,306+229.5% |