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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 | $183,416 | $88,672+106.8% | $105,223+74.3% | $82,448+122.5% |
| Participation rate | 86.5% | 67.9%+18.6pp | 75.0%+11.4pp | 68.1%+18.4pp |
| Annual return | 14.80% | 30.86%-16.1pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $10,945 | $3,048+259.1% | $3,689+196.7% | $2,551+329.0% |
| Participant deferral / active EE | $4,647 | $4,036+15.1% | $5,072-8.4% | $4,139+12.3% |
| Admin fee / account holder | $25,596 | $7,146+258.2% | $8,859+188.9% | $7,234+253.8% |