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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 | $148,022 | $125,797+17.7% | $170,057-13.0% | $75,177+96.9% |
| Participation rate | 94.4% | 83.6%+10.8pp | 87.0%+7.4pp | 67.2%+27.2pp |
| Annual return | 16.33% | 27.20%-10.9pp | 53.42%-37.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $9,466 | $4,616+105.1% | $6,790+39.4% | $2,671+254.4% |
| Participant deferral / active EE | $4,964 | $6,838-27.4% | $10,411-52.3% | $4,126+20.3% |
| Admin fee / account holder | $18,166 | $8,177+122.2% | $12,826+41.6% | $5,651+221.5% |