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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 | $167,222 | $89,370+87.1% | $141,197+18.4% | $72,976+129.1% |
| Participation rate | 86.6% | 75.1%+11.4pp | 82.5%+4.1pp | 69.5%+17.1pp |
| Annual return | 19.59% | 111.88%-92.3pp | 71.41%-51.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $6,691 | $3,115+114.8% | $4,736+41.3% | $2,440+174.2% |
| Participant deferral / active EE | $6,592 | $5,419+21.7% | $6,710-1.8% | $3,608+82.7% |
| Admin fee / account holder | $1,307 | $5,957-78.1% | $10,265-87.3% | $5,124-74.5% |