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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 | $191,593 | $102,429+87.0% | $147,096+30.3% | $80,925+136.8% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 13.50% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,211 | $3,716+40.3% | $4,936+5.6% | $2,756+89.1% |
| Participant deferral / active EE | $9,498 | $6,649+42.9% | $8,071+17.7% | $4,299+120.9% |
| Admin fee / account holder | $4,379 | $7,957-45.0% | $13,005-66.3% | $6,940-36.9% |