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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 | $178,414 | $77,920+129.0% | $149,723+19.2% | $75,177+137.3% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 20.87% | 31.72%-10.9pp | 134.50%-113.6pp | 160.75%-139.9pp |
| Employer contribution / active EE | $5,614 | $3,138+78.9% | $4,821+16.4% | $2,671+110.2% |
| Participant deferral / active EE | $7,172 | $3,411+110.2% | $5,682+26.2% | $4,126+73.8% |
| Admin fee / account holder | $3,412 | $5,951-42.7% | $13,215-74.2% | $5,651-39.6% |