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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 | $141,410 | $88,672+59.5% | $105,223+34.4% | $82,448+71.5% |
| Participation rate | 95.5% | 67.9%+27.6pp | 75.0%+20.5pp | 68.1%+27.5pp |
| Annual return | 15.43% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,077 | $3,048+33.8% | $3,689+10.5% | $2,551+59.8% |
| Participant deferral / active EE | $5,706 | $4,036+41.4% | $5,072+12.5% | $4,139+37.9% |
| Admin fee / account holder | $17,662 | $7,146+147.2% | $8,859+99.4% | $7,234+144.1% |