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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 | $173,330 | $87,132+98.9% | $105,624+64.1% | $80,959+114.1% |
| Participation rate | 96.7% | 70.4%+26.2pp | 75.3%+21.4pp | 67.7%+29.0pp |
| Annual return | 12.59% | 17.03%-4.4pp | 116.20%-103.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,611 | $2,397+92.4% | $3,168+45.6% | $2,757+67.2% |
| Participant deferral / active EE | $10,905 | $3,985+173.6% | $5,013+117.6% | $4,300+153.6% |
| Admin fee / account holder | $20,725 | $8,449+145.3% | $10,961+89.1% | $6,925+199.3% |