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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 | $159,434 | $89,370+78.4% | $141,197+12.9% | $72,976+118.5% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 19.93% | 111.88%-91.9pp | 71.41%-51.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $4,587 | $3,115+47.3% | $4,736-3.1% | $2,440+88.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,703 | $5,957+96.5% | $10,265+14.0% | $5,124+128.4% |