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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 | $166,847 | $84,236+98.1% | $170,435-2.1% | $70,126+137.9% |
| Participation rate | 91.5% | 70.8%+20.7pp | 83.6%+8.0pp | 69.5%+22.0pp |
| Annual return | 18.67% | 23.06%-4.4pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $5,941 | $3,387+75.4% | $5,432+9.4% | $2,343+153.6% |
| Participant deferral / active EE | $4,985 | $3,086+61.5% | $4,939+0.9% | $3,332+49.6% |
| Admin fee / account holder | $7,161 | $5,698+25.7% | $13,881-48.4% | $4,645+54.2% |