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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 | $186,528 | $106,247+75.6% | $96,515+93.3% | $139,466+33.7% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 14.93% | 38.47%-23.5pp | 35.73%-20.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $11,708 | $4,106+185.2% | $3,740+213.1% | $4,754+146.3% |
| Participant deferral / active EE | $9,863 | $5,456+80.8% | $4,880+102.1% | $6,712+47.0% |
| Admin fee / account holder | $5,899 | $7,885-25.2% | $6,735-12.4% | $11,409-48.3% |