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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 | $149,276 | $91,559+63.0% | $133,959+11.4% | $79,858+86.9% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.6pp |
| Annual return | 12.86% | 61.85%-49.0pp | 45.09%-32.2pp | 31.72%-18.9pp |
| Employer contribution / active EE | $8,354 | $2,384+250.5% | $3,919+113.2% | $2,471+238.1% |
| Participant deferral / active EE | $4,060 | $3,734+8.7% | $5,047-19.6% | $3,740+8.5% |
| Admin fee / account holder | $38,021 | $6,321+501.5% | $8,928+325.9% | $5,306+616.6% |