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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 | $174,162 | $78,690+121.3% | $161,489+7.8% | $87,485+99.1% |
| Participation rate | 93.5% | 67.5%+26.1pp | 78.7%+14.9pp | 68.9%+24.6pp |
| Annual return | 23.54% | 32.74%-9.2pp | 89.72%-66.2pp | 26.06%-2.5pp |
| Employer contribution / active EE | $6,540 | $2,588+152.7% | $4,268+53.2% | $2,596+151.9% |
| Participant deferral / active EE | $10,505 | $3,311+217.3% | $5,630+86.6% | $4,274+145.8% |
| Admin fee / account holder | $8,018 | $6,724+19.3% | $16,006-49.9% | $7,775+3.1% |