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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 | $195,916 | $81,208+141.3% | $98,920+98.1% | $79,852+145.3% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.7pp | 69.6%+8.1pp |
| Annual return | 44.67% | 60.99%-16.3pp | 196.47%-151.8pp | 31.72%+12.9pp |
| Employer contribution / active EE | $3,624 | $1,960+84.9% | $2,689+34.7% | $2,471+46.6% |
| Participant deferral / active EE | $5,613 | $3,265+71.9% | $4,245+32.2% | $3,740+50.1% |
| Admin fee / account holder | $467 | $6,013-92.2% | $6,643-93.0% | $5,306-91.2% |