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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 | $191,539 | $105,210+82.1% | $159,487+20.1% | $85,851+123.1% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 15.13% | 45.08%-30.0pp | 263.71%-248.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $5,706 | $3,319+71.9% | $4,831+18.1% | $2,565+122.4% |
| Participant deferral / active EE | $11,409 | $5,946+91.9% | $7,354+55.2% | $3,952+188.7% |
| Admin fee / account holder | $2,417 | $6,934-65.2% | $10,804-77.6% | $6,261-61.4% |