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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 | $180,087 | $98,776+82.3% | $149,745+20.3% | $79,856+125.5% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.7pp |
| Annual return | 14.33% | 27.38%-13.0pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $6,460 | $3,217+100.8% | $4,646+39.1% | $2,471+161.4% |
| Participant deferral / active EE | $9,175 | $5,681+61.5% | $6,843+34.1% | $3,741+145.3% |
| Admin fee / account holder | $18,617 | $6,053+207.6% | $9,312+99.9% | $5,306+250.8% |