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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 | $191,244 | $98,776+93.6% | $149,745+27.7% | $79,856+139.5% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 17.32% | 27.38%-10.1pp | 276.72%-259.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,660 | $3,217+75.9% | $4,646+21.8% | $2,471+129.0% |
| Participant deferral / active EE | $10,418 | $5,681+83.4% | $6,843+52.2% | $3,741+178.5% |
| Admin fee / account holder | $1,232 | $6,053-79.6% | $9,312-86.8% | $5,306-76.8% |