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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 | $166,069 | $78,707+111.0% | $117,861+40.9% | $70,126+136.8% |
| Participation rate | 86.0% | 73.2%+12.8pp | 79.7%+6.3pp | 69.5%+16.4pp |
| Annual return | 18.47% | 23.30%-4.8pp | 335.11%-316.6pp | 73.15%-54.7pp |
| Employer contribution / active EE | $3,563 | $2,223+60.3% | $3,786-5.9% | $2,343+52.1% |
| Participant deferral / active EE | $7,148 | $3,297+116.8% | $4,482+59.5% | $3,332+114.5% |
| Admin fee / account holder | $21,638 | $5,066+327.2% | $8,021+169.8% | $4,645+365.8% |