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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 | $222,660 | $63,346+251.5% | $92,240+141.4% | $70,126+217.5% |
| Participation rate | 83.9% | 68.7%+15.2pp | 76.5%+7.4pp | 69.5%+14.3pp |
| Annual return | 12.69% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,533 | $2,471+2.5% | $3,680-31.2% | $2,343+8.1% |
| Participant deferral / active EE | $9,061 | $2,854+217.5% | $3,897+132.5% | $3,332+172.0% |
| Admin fee / account holder | $6,673 | $3,841+73.7% | $5,194+28.5% | $4,645+43.6% |