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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 | $102,422+87.1% | $147,117+30.2% | $80,959+136.7% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 13.50% | 135.16%-121.7pp | 420.54%-407.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $5,211 | $3,717+40.2% | $4,932+5.7% | $2,757+89.0% |
| Participant deferral / active EE | $9,498 | $6,652+42.8% | $8,065+17.8% | $4,300+120.9% |
| Admin fee / account holder | $4,379 | $7,953-44.9% | $12,993-66.3% | $6,925-36.8% |