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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 | $175,819 | $63,346+177.6% | $92,240+90.6% | $70,126+150.7% |
| Participation rate | 95.0% | 68.7%+26.3pp | 76.5%+18.5pp | 69.5%+25.5pp |
| Annual return | 16.21% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $4,726 | $2,471+91.2% | $3,680+28.4% | $2,343+101.7% |
| Participant deferral / active EE | $3,625 | $2,854+27.0% | $3,897-7.0% | $3,332+8.8% |
| Admin fee / account holder | $5,054 | $3,841+31.6% | $5,194-2.7% | $4,645+8.8% |