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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 | $165,018 | $129,737+27.2% | $119,126+38.5% | $154,746+6.6% |
| Participation rate | 90.5% | 78.9%+11.6pp | 75.8%+14.7pp | 80.7%+9.8pp |
| Annual return | 20.76% | 379.08%-358.3pp | 282.11%-261.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $19,209 | $4,375+339.1% | $4,034+376.2% | $4,379+338.7% |
| Participant deferral / active EE | $9,627 | $5,842+64.8% | $5,318+81.0% | $6,730+43.0% |
| Admin fee / account holder | $3,946 | $11,961-67.0% | $10,693-63.1% | $14,365-72.5% |