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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 | $163,395 | $89,370+82.8% | $141,197+15.7% | $72,976+123.9% |
| Participation rate | 97.4% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 24.31% | 111.88%-87.6pp | 71.41%-47.1pp | 81.02%-56.7pp |
| Employer contribution / active EE | $6,180 | $3,115+98.4% | $4,736+30.5% | $2,440+153.3% |
| Participant deferral / active EE | $6,540 | $5,419+20.7% | $6,710-2.5% | $3,608+81.3% |
| Admin fee / account holder | $39,633 | $5,957+565.4% | $10,265+286.1% | $5,124+673.5% |