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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 | $179,736 | $73,988+142.9% | $96,538+86.2% | $75,177+139.1% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 23.60% | 26.73%-3.1pp | 35.74%-12.1pp | 160.75%-137.2pp |
| Employer contribution / active EE | $5,442 | $2,930+85.7% | $3,740+45.5% | $2,671+103.7% |
| Participant deferral / active EE | $13,591 | $3,660+271.3% | $4,880+178.5% | $4,126+229.4% |
| Admin fee / account holder | $17,975 | $5,220+244.4% | $6,737+166.8% | $5,651+218.1% |