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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 | $150,387 | $85,171+76.6% | $172,752-12.9% | $72,975+106.1% |
| Participation rate | 83.9% | 70.1%+13.8pp | 82.6%+1.2pp | 69.5%+14.4pp |
| Annual return | 17.33% | 27.32%-10.0pp | 802.97%-785.6pp | 81.01%-63.7pp |
| Employer contribution / active EE | $8,915 | $3,324+168.2% | $5,144+73.3% | $2,440+265.4% |
| Participant deferral / active EE | $4,970 | $3,260+52.4% | $5,198-4.4% | $3,608+37.7% |
| Admin fee / account holder | $14,495 | $5,880+146.5% | $13,955+3.9% | $5,124+182.9% |