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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 | $193,593 | $105,210+84.0% | $159,487+21.4% | $85,851+125.5% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.8pp |
| Annual return | 14.45% | 45.08%-30.6pp | 263.71%-249.3pp | 318.63%-304.2pp |
| Employer contribution / active EE | $4,002 | $3,319+20.6% | $4,831-17.2% | $2,565+56.0% |
| Participant deferral / active EE | $9,091 | $5,946+52.9% | $7,354+23.6% | $3,952+130.0% |
| Admin fee / account holder | $5,886 | $6,934-15.1% | $10,804-45.5% | $6,261-6.0% |