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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 | $182,599 | $105,200+73.6% | $159,474+14.5% | $85,847+112.7% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 20.92% | 45.08%-24.2pp | 263.68%-242.8pp | 318.61%-297.7pp |
| Employer contribution / active EE | $3,934 | $3,319+18.5% | $4,831-18.6% | $2,565+53.4% |
| Participant deferral / active EE | $7,887 | $5,946+32.7% | $7,353+7.3% | $3,952+99.6% |
| Admin fee / account holder | $12,967 | $6,934+87.0% | $10,802+20.0% | $6,261+107.1% |