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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 | $168,409 | $60,442+178.6% | $96,754+74.1% | $87,485+92.5% |
| Participation rate | 85.2% | 58.7%+26.5pp | 70.3%+14.9pp | 68.9%+16.3pp |
| Annual return | 16.86% | 21.97%-5.1pp | 82.04%-65.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,330 | $1,691+37.8% | $2,679-13.0% | $2,596-10.3% |
| Participant deferral / active EE | $7,415 | $3,280+126.1% | $4,758+55.8% | $4,274+73.5% |
| Admin fee / account holder | $9,656 | $5,069+90.5% | $8,905+8.4% | $7,775+24.2% |