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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 | $158,030 | $78,707+100.8% | $117,861+34.1% | $70,126+125.4% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 21.63% | 23.30%-1.7pp | 335.11%-313.5pp | 73.15%-51.5pp |
| Employer contribution / active EE | $6,408 | $2,223+188.2% | $3,786+69.2% | $2,343+173.5% |
| Participant deferral / active EE | $5,634 | $3,297+70.9% | $4,482+25.7% | $3,332+69.1% |
| Admin fee / account holder | $9,262 | $5,066+82.8% | $8,021+15.5% | $4,645+99.4% |