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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 | $75,541+133.8% | $152,093+16.1% | $82,637+113.7% |
| Participation rate | 97.4% | 66.5%+30.8pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 17.21% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $8,286 | $2,622+216.0% | $4,175+98.5% | $2,552+224.7% |
| Participant deferral / active EE | $5,023 | $3,206+56.7% | $5,451-7.9% | $4,126+21.7% |
| Admin fee / account holder | $169,615 | $6,405+2548.3% | $14,497+1070.0% | $7,339+2211.2% |