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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 | $161,163 | $91,559+76.0% | $133,971+20.3% | $79,852+101.8% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | 10.79% | 61.85%-51.1pp | 45.09%-34.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $4,532 | $2,384+90.1% | $3,919+15.6% | $2,471+83.4% |
| Participant deferral / active EE | $9,075 | $3,734+143.0% | $5,047+79.8% | $3,740+142.6% |
| Admin fee / account holder | $40,028 | $6,321+533.2% | $8,929+348.3% | $5,306+654.4% |