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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 | $153,681 | $98,776+55.6% | $149,745+2.6% | $79,856+92.4% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 20.26% | 27.38%-7.1pp | 276.72%-256.5pp | 31.71%-11.4pp |
| Employer contribution / active EE | $5,605 | $3,217+74.2% | $4,646+20.6% | $2,471+126.8% |
| Participant deferral / active EE | $9,294 | $5,681+63.6% | $6,843+35.8% | $3,741+148.5% |
| Admin fee / account holder | $3,646 | $6,053-39.8% | $9,312-60.8% | $5,306-31.3% |