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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 | $161,656 | $93,345+73.2% | $119,126+35.7% | $87,485+84.8% |
| Participation rate | 95.6% | 68.7%+26.8pp | 75.8%+19.8pp | 68.9%+26.6pp |
| Annual return | 15.82% | 19.08%-3.3pp | 282.11%-266.3pp | 26.06%-10.2pp |
| Employer contribution / active EE | $10,089 | $3,172+218.1% | $4,034+150.1% | $2,596+288.6% |
| Participant deferral / active EE | $8,700 | $4,099+112.3% | $5,318+63.6% | $4,274+103.6% |
| Admin fee / account holder | $3,757 | $8,039-53.3% | $10,693-64.9% | $7,775-51.7% |