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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 | $176,649 | $68,852+156.6% | $120,524+46.6% | $80,925+118.3% |
| Participation rate | 96.0% | 61.6%+34.4pp | 71.9%+24.1pp | 67.7%+28.3pp |
| Annual return | 13.86% | 23.67%-9.8pp | 107.36%-93.5pp | 35.65%-21.8pp |
| Employer contribution / active EE | $6,002 | $2,063+190.9% | $3,469+73.0% | $2,756+117.8% |
| Participant deferral / active EE | $9,575 | $3,187+200.5% | $4,994+91.7% | $4,299+122.7% |
| Admin fee / account holder | $25,048 | $5,781+333.3% | $9,440+165.3% | $6,940+260.9% |