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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 | $190,917 | $70,121+172.3% | $63,803+199.2% | $138,895+37.5% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 12.15% | 946.48%-934.3pp | 543.72%-531.6pp | 145.39%-133.2pp |
| Employer contribution / active EE | $4,337 | $2,882+50.5% | $2,532+71.3% | $4,194+3.4% |
| Participant deferral / active EE | $12,009 | $4,535+164.8% | $3,843+212.5% | $6,396+87.7% |
| Admin fee / account holder | $993 | $6,738-85.3% | $5,196-80.9% | $12,562-92.1% |