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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 | $175,217 | $77,908+124.9% | $149,696+17.0% | $75,173+133.1% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 16.35% | 31.73%-15.4pp | 134.46%-118.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $4,167 | $3,138+32.8% | $4,821-13.6% | $2,671+56.0% |
| Participant deferral / active EE | $5,856 | $3,411+71.7% | $5,682+3.1% | $4,126+41.9% |
| Admin fee / account holder | $15,100 | $5,950+153.8% | $13,212+14.3% | $5,651+167.2% |