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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 | $174,852 | $106,267+64.5% | $96,520+81.2% | $139,456+25.4% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 15.15% | 38.45%-23.3pp | 35.72%-20.6pp | 373.45%-358.3pp |
| Employer contribution / active EE | $11,831 | $4,105+188.2% | $3,739+216.4% | $4,753+148.9% |
| Participant deferral / active EE | $3,981 | $5,454-27.0% | $4,879-18.4% | $6,711-40.7% |
| Admin fee / account holder | $25,474 | $7,882+223.2% | $6,733+278.3% | $11,407+123.3% |