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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 | $176,897 | $53,128+233.0% | $86,582+104.3% | $70,126+152.3% |
| Participation rate | 88.5% | 65.3%+23.2pp | 73.5%+15.0pp | 69.5%+19.0pp |
| Annual return | 16.13% | 27.66%-11.5pp | 965.08%-949.0pp | 73.15%-57.0pp |
| Employer contribution / active EE | $4,808 | $2,068+132.5% | $2,839+69.3% | $2,343+105.2% |
| Participant deferral / active EE | $6,479 | $2,695+140.4% | $3,609+79.5% | $3,332+94.4% |
| Admin fee / account holder | $7,314 | $3,584+104.1% | $4,904+49.1% | $4,645+57.4% |