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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 | $175,703 | $109,359+60.7% | $162,185+8.3% | $72,976+140.8% |
| Participation rate | 95.9% | 84.3%+11.6pp | 87.6%+8.3pp | 69.5%+26.4pp |
| Annual return | 23.48% | 25.46%-2.0pp | 115.61%-92.1pp | 81.02%-57.5pp |
| Employer contribution / active EE | $5,916 | $3,907+51.4% | $5,613+5.4% | $2,440+142.4% |
| Participant deferral / active EE | $4,403 | $5,481-19.7% | $7,297-39.7% | $3,608+22.0% |
| Admin fee / account holder | $3,541 | $7,972-55.6% | $10,844-67.3% | $5,124-30.9% |