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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 | $183,233 | $102,422+78.9% | $147,117+24.5% | $80,959+126.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 18.61% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $2,440 | $3,717-34.4% | $4,932-50.5% | $2,757-11.5% |
| Participant deferral / active EE | $13,661 | $6,652+105.4% | $8,065+69.4% | $4,300+217.7% |
| Admin fee / account holder | $7,013 | $7,953-11.8% | $12,993-46.0% | $6,925+1.3% |