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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 | $160,623 | $48,078+234.1% | $78,676+104.2% | $62,881+155.4% |
| Participation rate | 98.6% | 65.2%+33.4pp | 73.6%+25.1pp | 69.3%+29.3pp |
| Annual return | 12.99% | 31.36%-18.4pp | 62.19%-49.2pp | 20.14%-7.2pp |
| Employer contribution / active EE | $5,348 | $2,015+165.5% | $2,850+87.6% | $2,281+134.5% |
| Participant deferral / active EE | $7,782 | $2,587+200.8% | $3,517+121.3% | $3,203+142.9% |
| Admin fee / account holder | $4,748 | $3,206+48.1% | $4,510+5.3% | $4,296+10.5% |