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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 | $161,094 | $105,210+53.1% | $159,487+1.0% | $85,851+87.6% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 20.86% | 45.08%-24.2pp | 263.71%-242.8pp | 318.63%-297.8pp |
| Employer contribution / active EE | $2,858 | $3,319-13.9% | $4,831-40.9% | $2,565+11.4% |
| Participant deferral / active EE | $9,553 | $5,946+60.7% | $7,354+29.9% | $3,952+141.7% |
| Admin fee / account holder | $11,361 | $6,934+63.8% | $10,804+5.2% | $6,261+81.5% |