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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 | $162,580 | $132,634+22.6% | $115,768+40.4% | $137,256+18.5% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.4%+19.7pp | 80.0%+14.2pp |
| Annual return | 11.64% | 160.70%-149.1pp | 100.46%-88.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $4,796 | $3,360+42.8% | $2,940+63.1% | $4,156+15.4% |
| Participant deferral / active EE | $12,279 | $5,619+118.5% | $4,917+149.7% | $6,407+91.7% |
| Admin fee / account holder | $21,337 | $15,028+42.0% | $12,439+71.5% | $12,270+73.9% |