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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 | $167,961 | $106,749+57.3% | $145,433+15.5% | $82,448+103.7% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 16.62% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,505 | $3,444+30.8% | $4,554-1.1% | $2,551+76.6% |
| Participant deferral / active EE | $11,274 | $6,519+73.0% | $7,897+42.8% | $4,139+172.4% |
| Admin fee / account holder | $18,891 | $8,390+125.2% | $13,129+43.9% | $7,234+161.1% |