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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 | $172,428 | $77,908+121.3% | $149,696+15.2% | $75,173+129.4% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+19.0pp | 67.2%+30.5pp |
| Annual return | 21.48% | 31.73%-10.3pp | 134.46%-113.0pp | 160.72%-139.2pp |
| Employer contribution / active EE | $7,669 | $3,138+144.4% | $4,821+59.1% | $2,671+187.1% |
| Participant deferral / active EE | $6,782 | $3,411+98.8% | $5,682+19.4% | $4,126+64.4% |
| Admin fee / account holder | $2,961 | $5,950-50.2% | $13,212-77.6% | $5,651-47.6% |