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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 | $183,166 | $101,795+79.9% | $165,100+10.9% | $80,959+126.2% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+18.9pp | 67.7%+29.9pp |
| Annual return | 13.46% | 16.73%-3.3pp | 70.21%-56.8pp | 35.67%-22.2pp |
| Employer contribution / active EE | $4,159 | $2,954+40.8% | $4,348-4.3% | $2,757+50.9% |
| Participant deferral / active EE | $8,918 | $4,476+99.2% | $6,035+47.8% | $4,300+107.4% |
| Admin fee / account holder | $4,162 | $8,221-49.4% | $12,696-67.2% | $6,925-39.9% |