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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 | $161,794 | $78,707+105.6% | $117,861+37.3% | $70,126+130.7% |
| Participation rate | 85.2% | 73.2%+12.0pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 14.15% | 23.30%-9.2pp | 335.11%-321.0pp | 73.15%-59.0pp |
| Employer contribution / active EE | $4,014 | $2,223+80.5% | $3,786+6.0% | $2,343+71.3% |
| Participant deferral / active EE | $6,799 | $3,297+106.2% | $4,482+51.7% | $3,332+104.1% |
| Admin fee / account holder | $23,823 | $5,066+370.3% | $8,021+197.0% | $4,645+412.8% |