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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 | $162,229 | $91,198+77.9% | $178,503-9.1% | $79,856+103.2% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 16.27% | 24.20%-7.9pp | 151.12%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $7,182 | $3,257+120.5% | $5,011+43.3% | $2,471+190.6% |
| Participant deferral / active EE | $5,562 | $3,237+71.9% | $5,202+6.9% | $3,741+48.7% |
| Admin fee / account holder | $6,290 | $6,748-6.8% | $13,987-55.0% | $5,306+18.5% |