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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 | $146,862 | $77,920+88.5% | $149,723-1.9% | $75,177+95.4% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 17.23% | 31.72%-14.5pp | 134.50%-117.3pp | 160.75%-143.5pp |
| Employer contribution / active EE | $10,047 | $3,138+220.1% | $4,821+108.4% | $2,671+276.1% |
| Participant deferral / active EE | $5,688 | $3,411+66.7% | $5,682+0.1% | $4,126+37.8% |
| Admin fee / account holder | $14,545 | $5,951+144.4% | $13,215+10.1% | $5,651+157.4% |