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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 | $168,173 | $109,359+53.8% | $162,185+3.7% | $72,976+130.5% |
| Participation rate | 78.8% | 84.3%-5.5pp | 87.6%-8.8pp | 69.5%+9.3pp |
| Annual return | 46.09% | 25.46%+20.6pp | 115.61%-69.5pp | 81.02%-34.9pp |
| Employer contribution / active EE | $23,911 | $3,907+512.0% | $5,613+326.0% | $2,440+880.0% |
| Participant deferral / active EE | $14,845 | $5,481+170.8% | $7,297+103.4% | $3,608+311.5% |
| Admin fee / account holder | $3,905 | $7,972-51.0% | $10,844-64.0% | $5,124-23.8% |