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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 | $161,937 | $68,398+136.8% | $94,664+71.1% | $75,173+115.4% |
| Participation rate | 94.7% | 76.1%+18.7pp | 80.8%+13.9pp | 67.2%+27.5pp |
| Annual return | 16.98% | 616.72%-599.7pp | 156.84%-139.9pp | 160.72%-143.7pp |
| Employer contribution / active EE | $3,307 | $2,701+22.4% | $3,673-10.0% | $2,671+23.8% |
| Participant deferral / active EE | $6,789 | $6,537+3.9% | $7,417-8.5% | $4,126+64.5% |
| Admin fee / account holder | $17,196 | $5,324+223.0% | $7,222+138.1% | $5,651+204.3% |