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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 | $182,415 | $93,617+94.9% | $135,982+34.1% | $75,177+142.6% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 22.58% | 30.89%-8.3pp | 68.32%-45.7pp | 160.75%-138.2pp |
| Employer contribution / active EE | $19,533 | $3,538+452.1% | $4,859+302.0% | $2,671+631.3% |
| Participant deferral / active EE | $5,986 | $6,406-6.6% | $7,760-22.9% | $4,126+45.1% |
| Admin fee / account holder | $19,032 | $6,980+172.7% | $10,767+76.8% | $5,651+236.8% |