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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 | $185,544 | $98,776+87.8% | $149,745+23.9% | $79,856+132.3% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.2pp |
| Annual return | 24.63% | 27.38%-2.7pp | 276.72%-252.1pp | 31.71%-7.1pp |
| Employer contribution / active EE | $3,350 | $3,217+4.1% | $4,646-27.9% | $2,471+35.6% |
| Participant deferral / active EE | $9,973 | $5,681+75.5% | $6,843+45.7% | $3,741+166.6% |
| Admin fee / account holder | $20,682 | $6,053+241.7% | $9,312+122.1% | $5,306+289.8% |