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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 | $81,233+98.0% | $155,567+3.4% | $80,874+98.9% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.8pp | 67.6%+31.3pp |
| Annual return | 12.86% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $5,910 | $3,101+90.6% | $4,674+26.4% | $2,756+114.5% |
| Participant deferral / active EE | $5,599 | $3,452+62.2% | $5,628-0.5% | $4,297+30.3% |
| Admin fee / account holder | $3,352 | $7,998-58.1% | $15,916-78.9% | $6,935-51.7% |