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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 | $171,510 | $77,920+120.1% | $149,723+14.6% | $75,177+128.1% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 72.57% | 31.72%+40.8pp | 134.50%-61.9pp | 160.75%-88.2pp |
| Employer contribution / active EE | $29,257 | $3,138+832.3% | $4,821+506.8% | $2,671+995.3% |
| Participant deferral / active EE | $19,310 | $3,411+466.0% | $5,682+239.8% | $4,126+368.0% |
| Admin fee / account holder | $3,927 | $5,951-34.0% | $13,215-70.3% | $5,651-30.5% |