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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 | $149,570 | $78,690+90.1% | $161,489-7.4% | $87,485+71.0% |
| Participation rate | 89.3% | 67.5%+21.8pp | 78.7%+10.6pp | 68.9%+20.4pp |
| Annual return | 15.39% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $6,918 | $2,588+167.3% | $4,268+62.1% | $2,596+166.5% |
| Participant deferral / active EE | $5,388 | $3,311+62.7% | $5,630-4.3% | $4,274+26.1% |
| Admin fee / account holder | $112,519 | $6,724+1573.5% | $16,006+603.0% | $7,775+1347.2% |