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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 | $233,037 | $102,385+127.6% | $147,080+58.4% | $80,935+187.9% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 17.09% | 135.09%-118.0pp | 420.17%-403.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $5,186 | $3,717+39.5% | $4,933+5.1% | $2,757+88.1% |
| Participant deferral / active EE | $7,682 | $6,651+15.5% | $8,066-4.8% | $4,299+78.7% |
| Admin fee / account holder | $1,524 | $7,951-80.8% | $12,989-88.3% | $6,924-78.0% |