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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 | $144,072 | $96,236+49.7% | $133,698+7.8% | $80,959+78.0% |
| Participation rate | 83.1% | 71.2%+11.9pp | 76.4%+6.7pp | 67.7%+15.4pp |
| Annual return | 16.63% | 28.74%-12.1pp | 580.90%-564.3pp | 35.67%-19.0pp |
| Employer contribution / active EE | $6,111 | $3,350+82.4% | $4,218+44.9% | $2,757+121.7% |
| Participant deferral / active EE | $11,292 | $5,709+97.8% | $7,016+60.9% | $4,300+162.6% |
| Admin fee / account holder | $6,694 | $8,250-18.9% | $6,703-0.1% | $6,925-3.3% |