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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 | $175,521 | $140,592+24.8% | $123,105+42.6% | $125,389+40.0% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | 5.87% | 16.80%-10.9pp | 13.22%-7.3pp | 282.24%-276.4pp |
| Employer contribution / active EE | $16,557 | $6,041+174.1% | $5,151+221.4% | $4,866+240.2% |
| Participant deferral / active EE | $13,825 | $6,980+98.1% | $6,229+121.9% | $5,352+158.3% |
| Admin fee / account holder | $21,324 | $11,198+90.4% | $9,014+136.6% | $9,541+123.5% |