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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 | $177,088 | $81,208+118.1% | $98,920+79.0% | $79,856+121.8% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.2pp |
| Annual return | 16.42% | 60.99%-44.6pp | 196.47%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $5,639 | $1,960+187.8% | $2,689+109.7% | $2,471+128.2% |
| Participant deferral / active EE | $4,251 | $3,265+30.2% | $4,245+0.1% | $3,741+13.6% |
| Admin fee / account holder | $5,782 | $6,013-3.8% | $6,643-13.0% | $5,306+9.0% |