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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 | $166,411 | $77,908+113.6% | $149,696+11.2% | $75,173+121.4% |
| Participation rate | 89.7% | 65.6%+24.1pp | 78.8%+10.9pp | 67.2%+22.5pp |
| Annual return | 15.17% | 31.73%-16.6pp | 134.46%-119.3pp | 160.72%-145.5pp |
| Employer contribution / active EE | $6,314 | $3,138+101.2% | $4,821+31.0% | $2,671+136.4% |
| Participant deferral / active EE | $12,538 | $3,411+267.6% | $5,682+120.7% | $4,126+203.9% |
| Admin fee / account holder | $2,649 | $5,950-55.5% | $13,212-80.0% | $5,651-53.1% |