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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 | $194,335 | $105,198+84.7% | $159,455+21.9% | $85,856+126.3% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 16.61% | 45.08%-28.5pp | 263.63%-247.0pp | 318.58%-302.0pp |
| Employer contribution / active EE | $4,919 | $3,319+48.2% | $4,830+1.8% | $2,565+91.8% |
| Participant deferral / active EE | $5,762 | $5,946-3.1% | $7,353-21.6% | $3,952+45.8% |
| Admin fee / account holder | $2,254 | $6,934-67.5% | $10,800-79.1% | $6,261-64.0% |