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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 | $171,856 | $106,247+61.8% | $96,515+78.1% | $139,466+23.2% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 13.68% | 38.47%-24.8pp | 35.73%-22.1pp | 373.66%-360.0pp |
| Employer contribution / active EE | $11,426 | $4,106+178.3% | $3,740+205.5% | $4,754+140.3% |
| Participant deferral / active EE | $4,069 | $5,456-25.4% | $4,880-16.6% | $6,712-39.4% |
| Admin fee / account holder | $16,783 | $7,885+112.8% | $6,735+149.2% | $11,409+47.1% |