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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 | $145,312 | $83,843+73.3% | $123,973+17.2% | $65,306+122.5% |
| Participation rate | 83.6% | 56.0%+27.6pp | 76.7%+6.9pp | 57.7%+25.9pp |
| Annual return | 18.22% | 19.87%-1.7pp | 388.13%-369.9pp | 21.94%-3.7pp |
| Employer contribution / active EE | $3,385 | $2,873+17.8% | $4,126-17.9% | $1,967+72.1% |
| Participant deferral / active EE | $6,742 | $2,997+125.0% | $5,247+28.5% | $2,959+127.8% |
| Admin fee / account holder | $22,907 | $4,735+383.7% | $11,799+94.1% | $3,480+558.3% |