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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 | $174,683 | $125,797+38.9% | $170,057+2.7% | $75,177+132.4% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.0%+11.6pp | 67.2%+31.4pp |
| Annual return | 15.58% | 27.20%-11.6pp | 53.42%-37.8pp | 160.75%-145.2pp |
| Employer contribution / active EE | $5,669 | $4,616+22.8% | $6,790-16.5% | $2,671+112.2% |
| Participant deferral / active EE | $5,836 | $6,838-14.7% | $10,411-43.9% | $4,126+41.4% |
| Admin fee / account holder | $50,334 | $8,177+515.6% | $12,826+292.4% | $5,651+790.7% |