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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 | $174,121 | $85,766+103.0% | $136,295+27.8% | $70,131+148.3% |
| Participation rate | 86.6% | 74.2%+12.4pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 16.12% | 31.45%-15.3pp | 5155.97%-5139.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,281 | $2,966+10.6% | $4,695-30.1% | $2,342+40.1% |
| Participant deferral / active EE | $7,619 | $5,051+50.8% | $6,247+22.0% | $3,332+128.7% |
| Admin fee / account holder | $17,696 | $5,420+226.5% | $9,243+91.4% | $4,645+280.9% |