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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 | $175,313 | $91,559+91.5% | $133,978+30.9% | $79,856+119.5% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 13.04% | 61.85%-48.8pp | 45.10%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $10,291 | $2,384+331.7% | $3,919+162.6% | $2,471+316.4% |
| Participant deferral / active EE | $4,825 | $3,734+29.2% | $5,047-4.4% | $3,741+29.0% |
| Admin fee / account holder | $16,085 | $6,321+154.5% | $8,930+80.1% | $5,306+203.1% |