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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 | $96,137+49.9% | $135,987+5.9% | $80,911+78.1% |
| Participation rate | 83.1% | 71.2%+11.9pp | 76.4%+6.6pp | 67.6%+15.4pp |
| Annual return | 16.63% | 28.70%-12.1pp | 579.77%-563.1pp | 35.63%-19.0pp |
| Employer contribution / active EE | $6,111 | $3,350+82.4% | $4,214+45.0% | $2,756+121.8% |
| Participant deferral / active EE | $11,292 | $5,706+97.9% | $7,027+60.7% | $4,297+162.8% |
| Admin fee / account holder | $6,694 | $8,236-18.7% | $6,716-0.3% | $6,935-3.5% |