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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 | $169,458 | $98,766+71.6% | $149,730+13.2% | $79,852+112.2% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.2pp |
| Annual return | 12.71% | 27.43%-14.7pp | 276.70%-264.0pp | 31.72%-19.0pp |
| Employer contribution / active EE | $7,449 | $3,217+131.6% | $4,645+60.4% | $2,471+201.4% |
| Participant deferral / active EE | $4,984 | $5,681-12.3% | $6,843-27.2% | $3,740+33.2% |
| Admin fee / account holder | $15,818 | $6,052+161.4% | $9,310+69.9% | $5,306+198.1% |