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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 | $166,453 | $76,407+117.8% | $150,298+10.7% | $82,448+101.9% |
| Participation rate | 98.5% | 66.4%+32.1pp | 77.8%+20.7pp | 68.1%+30.4pp |
| Annual return | 13.44% | 39.99%-26.6pp | 62.79%-49.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $5,798 | $2,614+121.8% | $4,154+39.6% | $2,551+127.3% |
| Participant deferral / active EE | $4,196 | $3,214+30.5% | $5,453-23.0% | $4,139+1.4% |
| Admin fee / account holder | $28,205 | $6,352+344.0% | $14,116+99.8% | $7,234+289.9% |