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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 | $158,699 | $78,425+102.4% | $95,956+65.4% | $79,858+98.7% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.4pp | 69.6%+28.8pp |
| Annual return | 16.24% | 19.37%-3.1pp | 91.63%-75.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $6,746 | $1,945+246.8% | $2,541+165.5% | $2,471+173.0% |
| Participant deferral / active EE | $6,075 | $3,440+76.6% | $4,167+45.8% | $3,740+62.4% |
| Admin fee / account holder | $12,309 | $5,622+118.9% | $6,797+81.1% | $5,306+132.0% |