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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 | $169,099 | $93,617+80.6% | $135,982+24.4% | $75,177+124.9% |
| Participation rate | 98.8% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 17.64% | 30.89%-13.2pp | 68.32%-50.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $4,048 | $3,538+14.4% | $4,859-16.7% | $2,671+51.5% |
| Participant deferral / active EE | $8,667 | $6,406+35.3% | $7,760+11.7% | $4,126+110.0% |
| Admin fee / account holder | $30,485 | $6,980+336.8% | $10,767+183.1% | $5,651+439.4% |