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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 | $89,259+108.5% | $107,187+73.6% | $82,637+125.2% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 20.27% | 21.02%-0.8pp | 204.55%-184.3pp | 53.51%-33.2pp |
| Employer contribution / active EE | $5,279 | $3,080+71.4% | $3,782+39.6% | $2,552+106.8% |
| Participant deferral / active EE | $10,027 | $4,037+148.4% | $5,096+96.8% | $4,126+143.0% |
| Admin fee / account holder | $5,529 | $7,381-25.1% | $9,162-39.7% | $7,339-24.7% |