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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 | $107,271 | $77,901+37.7% | $149,717-28.4% | $75,181+42.7% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 14.15% | 31.73%-17.6pp | 134.41%-120.3pp | 160.69%-146.5pp |
| Employer contribution / active EE | $8,446 | $3,137+169.2% | $4,820+75.2% | $2,671+216.3% |
| Participant deferral / active EE | $4,980 | $3,411+46.0% | $5,682-12.4% | $4,126+20.7% |
| Admin fee / account holder | $23,728 | $5,949+298.9% | $13,213+79.6% | $5,650+320.0% |