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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 | $166,844 | $49,976+233.8% | $66,674+150.2% | $82,637+101.9% |
| Participation rate | 92.0% | 63.1%+28.9pp | 73.7%+18.3pp | 68.1%+23.9pp |
| Annual return | 25.35% | 39.09%-13.7pp | 321.24%-295.9pp | 53.51%-28.2pp |
| Employer contribution / active EE | $6,366 | $1,988+220.2% | $2,620+143.0% | $2,552+149.5% |
| Participant deferral / active EE | $10,590 | $2,847+272.0% | $4,084+159.3% | $4,126+156.7% |
| Admin fee / account holder | $4,764 | $4,594+3.7% | $5,098-6.5% | $7,339-35.1% |