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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 | $171,071 | $91,179+87.6% | $178,499-4.2% | $79,852+114.2% |
| Participation rate | 98.4% | 69.2%+29.2pp | 81.9%+16.5pp | 69.6%+28.7pp |
| Annual return | 16.60% | 24.19%-7.6pp | 151.10%-134.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $10,307 | $3,256+216.6% | $5,011+105.7% | $2,471+317.1% |
| Participant deferral / active EE | $5,892 | $3,236+82.1% | $5,202+13.3% | $3,740+57.5% |
| Admin fee / account holder | $19,149 | $6,749+183.8% | $13,986+36.9% | $5,306+260.9% |