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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 | $165,822 | $93,617+77.1% | $135,982+21.9% | $75,177+120.6% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 15.74% | 30.89%-15.1pp | 68.32%-52.6pp | 160.75%-145.0pp |
| Employer contribution / active EE | $10,386 | $3,538+193.5% | $4,859+113.7% | $2,671+288.8% |
| Participant deferral / active EE | $5,829 | $6,406-9.0% | $7,760-24.9% | $4,126+41.3% |
| Admin fee / account holder | $12,354 | $6,980+77.0% | $10,767+14.7% | $5,651+118.6% |