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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 | $186,113 | $88,672+109.9% | $105,223+76.9% | $82,448+125.7% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 20.27% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $5,279 | $3,048+73.2% | $3,689+43.1% | $2,551+106.9% |
| Participant deferral / active EE | $10,027 | $4,036+148.5% | $5,072+97.7% | $4,139+142.2% |
| Admin fee / account holder | $5,529 | $7,146-22.6% | $8,859-37.6% | $7,234-23.6% |