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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 | $176,921 | $80,812+118.9% | $160,784+10.0% | $82,448+114.6% |
| Participation rate | 81.0% | 66.2%+14.8pp | 77.0%+4.1pp | 68.1%+13.0pp |
| Annual return | 18.19% | 100.59%-82.4pp | 1803.92%-1785.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,252 | $2,174+95.6% | $3,733+13.9% | $2,551+66.7% |
| Participant deferral / active EE | $8,167 | $4,335+88.4% | $6,293+29.8% | $4,139+97.3% |
| Admin fee / account holder | $5,571 | $7,695-27.6% | $9,717-42.7% | $7,234-23.0% |