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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 | $164,057 | $85,171+92.6% | $172,753-5.0% | $72,976+124.8% |
| Participation rate | 84.8% | 70.1%+14.7pp | 82.6%+2.1pp | 69.5%+15.3pp |
| Annual return | 20.30% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $5,675 | $3,324+70.7% | $5,144+10.3% | $2,440+132.6% |
| Participant deferral / active EE | $4,516 | $3,260+38.5% | $5,198-13.1% | $3,608+25.2% |
| Admin fee / account holder | $33,589 | $5,880+471.2% | $13,956+140.7% | $5,124+555.5% |