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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 | $160,400 | $86,298+85.9% | $111,308+44.1% | $85,847+86.8% |
| Participation rate | 80.9% | 73.3%+7.5pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 16.68% | 19.99%-3.3pp | 54.67%-38.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $4,787 | $2,044+134.2% | $2,732+75.2% | $2,565+86.6% |
| Participant deferral / active EE | $4,508 | $3,641+23.8% | $4,487+0.5% | $3,952+14.1% |
| Admin fee / account holder | $9,735 | $8,189+18.9% | $7,965+22.2% | $6,261+55.5% |