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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 | $152,452 | $71,208+114.1% | $93,681+62.7% | $80,911+88.4% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.6%+30.0pp |
| Annual return | 15.25% | 11.27%+4.0pp | 133.47%-118.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $6,475 | $1,564+313.9% | $2,422+167.3% | $2,756+135.0% |
| Participant deferral / active EE | $4,794 | $4,035+18.8% | $4,415+8.6% | $4,297+11.6% |
| Admin fee / account holder | $42,409 | $6,951+510.1% | $8,290+411.6% | $6,935+511.5% |