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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 | $150,158 | $77,145+94.6% | $108,410+38.5% | $85,856+74.9% |
| Participation rate | 85.4% | 74.7%+10.7pp | 80.1%+5.2pp | 69.3%+16.0pp |
| Annual return | 21.43% | 44.54%-23.1pp | 905.34%-883.9pp | 318.58%-297.2pp |
| Employer contribution / active EE | $2,562 | $2,379+7.7% | $3,558-28.0% | $2,565-0.1% |
| Participant deferral / active EE | $8,545 | $5,566+53.5% | $6,562+30.2% | $3,952+116.2% |
| Admin fee / account holder | $3,452 | $5,172-33.3% | $7,296-52.7% | $6,261-44.9% |