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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 | $160,829 | $98,776+62.8% | $149,745+7.4% | $79,856+101.4% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 23.65% | 27.38%-3.7pp | 276.72%-253.1pp | 31.71%-8.1pp |
| Employer contribution / active EE | $7,904 | $3,217+145.7% | $4,646+70.1% | $2,471+219.8% |
| Participant deferral / active EE | $12,282 | $5,681+116.2% | $6,843+79.5% | $3,741+228.3% |
| Admin fee / account holder | $5,324 | $6,053-12.0% | $9,312-42.8% | $5,306+0.3% |