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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 | $179,665 | $122,042+47.2% | $184,260-2.5% | $74,459+141.3% |
| Participation rate | 98.1% | 85.5%+12.6pp | 86.8%+11.3pp | 67.2%+30.9pp |
| Annual return | 29.63% | 19.91%+9.7pp | 28.84%+0.8pp | 1369.70%-1340.1pp |
| Employer contribution / active EE | $7,739 | $4,537+70.6% | $6,427+20.4% | $2,626+194.7% |
| Participant deferral / active EE | $12,510 | $7,143+75.1% | $9,133+37.0% | $4,350+187.6% |
| Admin fee / account holder | $38,807 | $1,252+2999.2% | $13,898+179.2% | $1,945+1895.4% |