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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 | $171,093 | $78,707+117.4% | $117,861+45.2% | $70,126+144.0% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 15.26% | 23.30%-8.0pp | 335.11%-319.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $4,052 | $2,223+82.2% | $3,786+7.0% | $2,343+73.0% |
| Participant deferral / active EE | $4,648 | $3,297+41.0% | $4,482+3.7% | $3,332+39.5% |
| Admin fee / account holder | $14,004 | $5,066+176.5% | $8,021+74.6% | $4,645+201.5% |