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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 | $184,315 | $72,492+154.3% | $87,102+111.6% | $72,983+152.5% |
| Participation rate | 95.7% | 72.8%+22.8pp | 76.9%+18.8pp | 69.5%+26.2pp |
| Annual return | 16.76% | 24.46%-7.7pp | 28.19%-11.4pp | 81.01%-64.2pp |
| Employer contribution / active EE | $4,741 | $1,894+150.3% | $2,521+88.0% | $2,440+94.3% |
| Participant deferral / active EE | $10,561 | $3,270+223.0% | $4,048+160.9% | $3,608+192.7% |
| Admin fee / account holder | $15,679 | $5,055+210.2% | $7,491+109.3% | $5,124+206.0% |