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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 | $183,825 | $73,978+148.5% | $96,515+90.5% | $75,173+144.5% |
| Participation rate | 93.7% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | 14.86% | 26.72%-11.9pp | 35.73%-20.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $4,390 | $2,931+49.8% | $3,740+17.4% | $2,671+64.4% |
| Participant deferral / active EE | $4,403 | $3,660+20.3% | $4,880-9.8% | $4,126+6.7% |
| Admin fee / account holder | $6,687 | $5,219+28.1% | $6,735-0.7% | $5,651+18.3% |