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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 | $163,749 | $105,210+55.6% | $159,487+2.7% | $85,851+90.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 12.92% | 45.08%-32.2pp | 263.71%-250.8pp | 318.63%-305.7pp |
| Employer contribution / active EE | $9,262 | $3,319+179.0% | $4,831+91.7% | $2,565+261.0% |
| Participant deferral / active EE | $6,693 | $5,946+12.6% | $7,354-9.0% | $3,952+69.3% |
| Admin fee / account holder | $3,955 | $6,934-43.0% | $10,804-63.4% | $6,261-36.8% |