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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 | $155,616 | $83,485+86.4% | $125,192+24.3% | $72,975+113.2% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.5%+27.3pp |
| Annual return | 21.56% | 25.77%-4.2pp | 43.79%-22.2pp | 81.01%-59.5pp |
| Employer contribution / active EE | $4,505 | $2,346+92.1% | $3,866+16.5% | $2,440+84.6% |
| Participant deferral / active EE | $5,552 | $3,586+54.8% | $4,937+12.4% | $3,608+53.9% |
| Admin fee / account holder | $4,377 | $5,518-20.7% | $9,704-54.9% | $5,124-14.6% |