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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 | $178,162 | $105,210+69.3% | $159,487+11.7% | $85,851+107.5% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 14.21% | 45.08%-30.9pp | 263.71%-249.5pp | 318.63%-304.4pp |
| Employer contribution / active EE | $4,182 | $3,319+26.0% | $4,831-13.4% | $2,565+63.0% |
| Participant deferral / active EE | $8,335 | $5,946+40.2% | $7,354+13.3% | $3,952+110.9% |
| Admin fee / account holder | $2,923 | $6,934-57.8% | $10,804-72.9% | $6,261-53.3% |