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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 | $164,752 | $70,366+134.1% | $66,674+147.1% | $138,895+18.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 18.33% | 386.41%-368.1pp | 321.24%-302.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $4,755 | $2,765+72.0% | $2,620+81.5% | $4,194+13.4% |
| Participant deferral / active EE | $13,881 | $4,374+217.4% | $4,084+239.9% | $6,396+117.0% |
| Admin fee / account holder | $10,566 | $5,262+100.8% | $5,098+107.2% | $12,562-15.9% |