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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 | $148,906 | $77,920+91.1% | $149,723-0.5% | $75,177+98.1% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+18.9pp | 67.2%+30.5pp |
| Annual return | 16.59% | 31.72%-15.1pp | 134.50%-117.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $6,125 | $3,138+95.2% | $4,821+27.0% | $2,671+129.3% |
| Participant deferral / active EE | $6,884 | $3,411+101.8% | $5,682+21.1% | $4,126+66.8% |
| Admin fee / account holder | $15,551 | $5,951+161.3% | $13,215+17.7% | $5,651+175.2% |