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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 | $160,629 | $81,233+97.7% | $155,567+3.3% | $80,874+98.6% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 12.50% | 33.33%-20.8pp | 64.74%-52.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $7,667 | $3,101+147.2% | $4,674+64.0% | $2,756+178.2% |
| Participant deferral / active EE | $11,108 | $3,452+221.8% | $5,628+97.4% | $4,297+158.5% |
| Admin fee / account holder | $36,620 | $7,998+357.9% | $15,916+130.1% | $6,935+428.0% |