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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 | $180,340 | $88,672+103.4% | $105,223+71.4% | $82,448+118.7% |
| Participation rate | 95.0% | 67.9%+27.1pp | 75.0%+20.0pp | 68.1%+26.9pp |
| Annual return | 17.79% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $8,814 | $3,048+189.2% | $3,689+139.0% | $2,551+245.5% |
| Participant deferral / active EE | $7,038 | $4,036+74.4% | $5,072+38.8% | $4,139+70.0% |
| Admin fee / account holder | $7,884 | $7,146+10.3% | $8,859-11.0% | $7,234+9.0% |