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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 | $164,756 | $78,423+110.1% | $95,964+71.7% | $79,856+106.3% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 18.76% | 19.37%-0.6pp | 91.64%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,795 | $1,945+43.7% | $2,541+10.0% | $2,471+13.1% |
| Participant deferral / active EE | $7,942 | $3,440+130.9% | $4,167+90.6% | $3,741+112.3% |
| Admin fee / account holder | $3,735 | $5,622-33.6% | $6,797-45.1% | $5,306-29.6% |