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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 | $175,864 | $85,171+106.5% | $172,753+1.8% | $72,976+141.0% |
| Participation rate | 84.0% | 70.1%+14.0pp | 82.6%+1.4pp | 69.5%+14.6pp |
| Annual return | 17.45% | 27.32%-9.9pp | 803.00%-785.5pp | 81.02%-63.6pp |
| Employer contribution / active EE | $7,204 | $3,324+116.7% | $5,144+40.0% | $2,440+195.2% |
| Participant deferral / active EE | $5,291 | $3,260+62.3% | $5,198+1.8% | $3,608+46.6% |
| Admin fee / account holder | $18,675 | $5,880+217.6% | $13,956+33.8% | $5,124+264.4% |