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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 | $170,605 | $105,210+62.2% | $159,487+7.0% | $85,851+98.7% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 17.41% | 45.08%-27.7pp | 263.71%-246.3pp | 318.63%-301.2pp |
| Employer contribution / active EE | $10,212 | $3,319+207.7% | $4,831+111.4% | $2,565+298.1% |
| Participant deferral / active EE | $7,415 | $5,946+24.7% | $7,354+0.8% | $3,952+87.6% |
| Admin fee / account holder | $4,112 | $6,934-40.7% | $10,804-61.9% | $6,261-34.3% |