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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 | $178,769 | $98,776+81.0% | $149,745+19.4% | $79,856+123.9% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.8pp |
| Annual return | 14.61% | 27.38%-12.8pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $4,949 | $3,217+53.8% | $4,646+6.5% | $2,471+100.3% |
| Participant deferral / active EE | $8,540 | $5,681+50.3% | $6,843+24.8% | $3,741+128.3% |
| Admin fee / account holder | $20,440 | $6,053+237.7% | $9,312+119.5% | $5,306+285.2% |