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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 | $150,072 | $75,962+97.6% | $154,108-2.6% | $64,173+133.9% |
| Participation rate | 84.4% | 70.4%+14.0pp | 83.0%+1.3pp | 69.6%+14.8pp |
| Annual return | 16.77% | 30.32%-13.6pp | 735.21%-718.4pp | 7.63%+9.1pp |
| Employer contribution / active EE | $11,244 | $3,350+235.6% | $5,298+112.2% | $2,381+372.3% |
| Participant deferral / active EE | $3,607 | $3,175+13.6% | $5,081-29.0% | $3,470+4.0% |
| Admin fee / account holder | $14,676 | $5,589+162.6% | $13,411+9.4% | $4,887+200.3% |