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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 | $204,886 | $102,393+100.1% | $147,041+39.3% | $80,911+153.2% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 13.22% | 134.95%-121.7pp | 419.21%-406.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $3,169 | $3,715-14.7% | $4,935-35.8% | $2,756+15.0% |
| Participant deferral / active EE | $10,122 | $6,647+52.3% | $8,071+25.4% | $4,297+135.6% |
| Admin fee / account holder | $3,626 | $7,943-54.4% | $13,006-72.1% | $6,935-47.7% |