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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 | $161,665 | $78,423+106.1% | $95,964+68.5% | $79,856+102.4% |
| Participation rate | 92.1% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.5pp |
| Annual return | 16.07% | 19.37%-3.3pp | 91.64%-75.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,376 | $1,945+22.1% | $2,541-6.5% | $2,471-3.9% |
| Participant deferral / active EE | $4,681 | $3,440+36.1% | $4,167+12.4% | $3,741+25.1% |
| Admin fee / account holder | $7,982 | $5,622+42.0% | $6,797+17.4% | $5,306+50.4% |