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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 | $158,649 | $72,071+120.1% | $68,368+132.1% | $137,256+15.6% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.0%+2.6pp |
| Annual return | 17.88% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $7,189 | $2,788+157.8% | $2,649+171.4% | $4,156+73.0% |
| Participant deferral / active EE | $8,549 | $4,410+93.8% | $4,123+107.4% | $6,407+33.4% |
| Admin fee / account holder | $6,925 | $5,336+29.8% | $5,150+34.5% | $12,270-43.6% |