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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 | $164,302 | $102,385+60.5% | $147,080+11.7% | $80,935+103.0% |
| Participation rate | 89.6% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 13.14% | 135.09%-122.0pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $3,448 | $3,717-7.2% | $4,933-30.1% | $2,757+25.1% |
| Participant deferral / active EE | $8,939 | $6,651+34.4% | $8,066+10.8% | $4,299+107.9% |
| Admin fee / account holder | $8,991 | $7,951+13.1% | $12,989-30.8% | $6,924+29.8% |