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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 | $157,091 | $58,275+169.6% | $81,844+91.9% | $80,935+94.1% |
| Participation rate | 97.7% | 63.5%+34.2pp | 72.4%+25.3pp | 67.7%+30.0pp |
| Annual return | 15.50% | 41.82%-26.3pp | 778.87%-763.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $10,710 | $2,346+356.6% | $2,916+267.2% | $2,757+288.5% |
| Participant deferral / active EE | $17,497 | $3,285+432.6% | $4,323+304.7% | $4,299+306.9% |
| Admin fee / account holder | $5,394 | $4,749+13.6% | $7,355-26.7% | $6,924-22.1% |