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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 | $182,191 | $105,200+73.2% | $159,474+14.2% | $85,847+112.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 15.17% | 45.08%-29.9pp | 263.68%-248.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $3,653 | $3,319+10.1% | $4,831-24.4% | $2,565+42.4% |
| Participant deferral / active EE | $8,208 | $5,946+38.0% | $7,353+11.6% | $3,952+107.7% |
| Admin fee / account holder | $8,398 | $6,934+21.1% | $10,802-22.3% | $6,261+34.1% |