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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 | $164,862 | $81,208+103.0% | $98,920+66.7% | $79,852+106.5% |
| Participation rate | 87.7% | 72.5%+15.2pp | 76.0%+11.7pp | 69.6%+18.1pp |
| Annual return | 18.58% | 60.99%-42.4pp | 196.47%-177.9pp | 31.72%-13.1pp |
| Employer contribution / active EE | $4,209 | $1,960+114.8% | $2,689+56.5% | $2,471+70.3% |
| Participant deferral / active EE | $8,102 | $3,265+148.2% | $4,245+90.9% | $3,740+116.6% |
| Admin fee / account holder | $6,357 | $6,013+5.7% | $6,643-4.3% | $5,306+19.8% |