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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 | $164,273 | $63,346+159.3% | $92,240+78.1% | $70,126+134.3% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 17.13% | 530.19%-513.1pp | 176.29%-159.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,988 | $2,471+20.9% | $3,680-18.8% | $2,343+27.6% |
| Participant deferral / active EE | $5,566 | $2,854+95.0% | $3,897+42.8% | $3,332+67.1% |
| Admin fee / account holder | $3,907 | $3,841+1.7% | $5,194-24.8% | $4,645-15.9% |