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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 | $147,243 | $77,908+89.0% | $149,696-1.6% | $75,173+95.9% |
| Participation rate | 98.6% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.4pp |
| Annual return | 18.16% | 31.73%-13.6pp | 134.46%-116.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $10,824 | $3,138+245.0% | $4,821+124.5% | $2,671+305.3% |
| Participant deferral / active EE | $7,422 | $3,411+117.6% | $5,682+30.6% | $4,126+79.9% |
| Admin fee / account holder | $19,969 | $5,950+235.6% | $13,212+51.1% | $5,651+253.4% |