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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 | $176,741 | $102,422+72.6% | $147,117+20.1% | $80,959+118.3% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 28.81% | 135.16%-106.3pp | 420.54%-391.7pp | 35.67%-6.9pp |
| Employer contribution / active EE | $3,187 | $3,717-14.3% | $4,932-35.4% | $2,757+15.6% |
| Participant deferral / active EE | $7,571 | $6,652+13.8% | $8,065-6.1% | $4,300+76.1% |
| Admin fee / account holder | $24,001 | $7,953+201.8% | $12,993+84.7% | $6,925+246.6% |