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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 | $169,088 | $105,200+60.7% | $159,474+6.0% | $85,847+97.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 17.59% | 45.08%-27.5pp | 263.68%-246.1pp | 318.61%-301.0pp |
| Employer contribution / active EE | $4,286 | $3,319+29.2% | $4,831-11.3% | $2,565+67.1% |
| Participant deferral / active EE | $9,419 | $5,946+58.4% | $7,353+28.1% | $3,952+138.3% |
| Admin fee / account holder | $19,497 | $6,934+181.2% | $10,802+80.5% | $6,261+211.4% |