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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 | $76,407+131.2% | $150,298+17.5% | $82,448+114.2% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 17.21% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $8,286 | $2,614+217.0% | $4,154+99.5% | $2,551+224.8% |
| Participant deferral / active EE | $5,023 | $3,214+56.3% | $5,453-7.9% | $4,139+21.4% |
| Admin fee / account holder | $169,615 | $6,352+2570.3% | $14,116+1101.6% | $7,234+2244.6% |