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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 | $155,537 | $48,078+223.5% | $78,676+97.7% | $62,881+147.4% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.6%+23.2pp | 69.3%+27.5pp |
| Annual return | 4.86% | 31.36%-26.5pp | 62.19%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $5,304 | $2,015+163.3% | $2,850+86.1% | $2,281+132.6% |
| Participant deferral / active EE | $2,689 | $2,587+3.9% | $3,517-23.5% | $3,203-16.0% |
| Admin fee / account holder | $15,690 | $3,206+389.4% | $4,510+247.9% | $4,296+265.2% |