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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 | $181,575 | $93,598+94.0% | $135,974+33.5% | $75,173+141.5% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.8pp | 67.2%+31.6pp |
| Annual return | 20.48% | 30.89%-10.4pp | 68.30%-47.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $13,860 | $3,538+291.8% | $4,859+185.3% | $2,671+418.9% |
| Participant deferral / active EE | $12,357 | $6,405+92.9% | $7,760+59.2% | $4,126+199.5% |
| Admin fee / account holder | $3,129 | $6,978-55.2% | $10,767-70.9% | $5,651-44.6% |