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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 | $158,488 | $78,682+101.4% | $109,188+45.2% | $85,851+84.6% |
| Participation rate | 91.7% | 68.3%+23.4pp | 75.9%+15.8pp | 69.3%+22.3pp |
| Annual return | 15.95% | 25.09%-9.1pp | 25.76%-9.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $13,418 | $2,734+390.8% | $3,723+260.4% | $2,565+423.0% |
| Participant deferral / active EE | $2,098 | $3,468-39.5% | $4,654-54.9% | $3,952-46.9% |
| Admin fee / account holder | $6,488 | $5,470+18.6% | $6,755-4.0% | $6,261+3.6% |