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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 | $183,639 | $132,634+38.5% | $115,768+58.6% | $137,256+33.8% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.4%+21.4pp | 80.0%+15.9pp |
| Annual return | 15.82% | 160.70%-144.9pp | 100.46%-84.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,211 | $3,360+55.1% | $2,940+77.2% | $4,156+25.4% |
| Participant deferral / active EE | $12,815 | $5,619+128.1% | $4,917+160.6% | $6,407+100.0% |
| Admin fee / account holder | $4,685 | $15,028-68.8% | $12,439-62.3% | $12,270-61.8% |