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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 | $160,864 | $81,358+97.7% | $155,556+3.4% | $80,959+98.7% |
| Participation rate | 98.9% | 66.3%+32.7pp | 78.2%+20.7pp | 67.7%+31.3pp |
| Annual return | 12.86% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $5,910 | $3,106+90.2% | $4,675+26.4% | $2,757+114.3% |
| Participant deferral / active EE | $5,599 | $3,455+62.0% | $5,631-0.6% | $4,300+30.2% |
| Admin fee / account holder | $3,352 | $7,994-58.1% | $15,885-78.9% | $6,925-51.6% |