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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 | $171,992 | $78,705+118.5% | $117,857+45.9% | $70,131+145.2% |
| Participation rate | 75.6% | 73.2%+2.4pp | 79.7%-4.1pp | 69.5%+6.0pp |
| Annual return | 16.18% | 23.30%-7.1pp | 335.09%-318.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $5,475 | $2,223+146.2% | $3,786+44.6% | $2,342+133.7% |
| Participant deferral / active EE | $8,326 | $3,297+152.5% | $4,482+85.8% | $3,332+149.9% |
| Admin fee / account holder | $7,335 | $5,065+44.8% | $8,020-8.6% | $4,645+57.9% |