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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 | $176,621 | $78,690+124.5% | $161,489+9.4% | $87,485+101.9% |
| Participation rate | 97.4% | 67.5%+29.9pp | 78.7%+18.7pp | 68.9%+28.4pp |
| Annual return | 17.21% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $8,286 | $2,588+220.1% | $4,268+94.1% | $2,596+219.1% |
| Participant deferral / active EE | $5,023 | $3,311+51.7% | $5,630-10.8% | $4,274+17.5% |
| Admin fee / account holder | $169,615 | $6,724+2422.7% | $16,006+959.7% | $7,775+2081.6% |