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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 | $159,206 | $48,053+231.3% | $84,628+88.1% | $72,975+118.2% |
| Participation rate | 78.6% | 57.6%+21.0pp | 68.2%+10.3pp | 69.5%+9.1pp |
| Annual return | 20.91% | 37.39%-16.5pp | 258.80%-237.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $4,257 | $1,602+165.7% | $2,653+60.4% | $2,440+74.4% |
| Participant deferral / active EE | $2,261 | $2,681-15.6% | $3,900-42.0% | $3,608-37.3% |
| Admin fee / account holder | $34,527 | $3,395+916.9% | $4,914+602.6% | $5,124+573.8% |