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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 | $161,674 | $88,672+82.3% | $105,223+53.6% | $82,448+96.1% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 16.32% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,267 | $3,048+7.2% | $3,689-11.4% | $2,551+28.1% |
| Participant deferral / active EE | $8,204 | $4,036+103.3% | $5,072+61.8% | $4,139+98.2% |
| Admin fee / account holder | $34,418 | $7,146+381.6% | $8,859+288.5% | $7,234+375.8% |