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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 | $201,109 | $77,164+160.6% | $178,014+13.0% | $80,874+148.7% |
| Participation rate | 78.4% | 65.7%+12.7pp | 77.1%+1.3pp | 67.6%+10.7pp |
| Annual return | 13.25% | 18.09%-4.8pp | 294.80%-281.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $5,419 | $2,288+136.9% | $3,950+37.2% | $2,756+96.6% |
| Participant deferral / active EE | $10,529 | $4,408+138.9% | $6,276+67.8% | $4,297+145.0% |
| Admin fee / account holder | $2,402 | $7,164-66.5% | $10,362-76.8% | $6,935-65.4% |