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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 | $167,401 | $76,407+119.1% | $150,298+11.4% | $82,448+103.0% |
| Participation rate | 85.4% | 66.4%+19.0pp | 77.8%+7.6pp | 68.1%+17.3pp |
| Annual return | 17.01% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $10,827 | $2,614+314.2% | $4,154+160.6% | $2,551+324.4% |
| Participant deferral / active EE | $6,791 | $3,214+111.3% | $5,453+24.5% | $4,139+64.1% |
| Admin fee / account holder | $38,288 | $6,352+502.8% | $14,116+171.2% | $7,234+429.3% |