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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 | $78,690+112.7% | $161,489+3.7% | $87,485+91.3% |
| Participation rate | 85.4% | 67.5%+17.9pp | 78.7%+6.7pp | 68.9%+16.4pp |
| Annual return | 17.01% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $10,827 | $2,588+318.3% | $4,268+153.7% | $2,596+317.0% |
| Participant deferral / active EE | $6,791 | $3,311+105.1% | $5,630+20.6% | $4,274+58.9% |
| Admin fee / account holder | $38,288 | $6,724+469.5% | $16,006+139.2% | $7,775+392.5% |