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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 | $180,248 | $80,992+122.5% | $96,534+86.7% | $75,173+139.8% |
| Participation rate | 96.9% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.7pp |
| Annual return | 13.40% | 27.05%-13.7pp | 25.88%-12.5pp | 160.72%-147.3pp |
| Employer contribution / active EE | $5,968 | $2,283+161.5% | $2,965+101.3% | $2,671+123.4% |
| Participant deferral / active EE | $4,303 | $3,929+9.5% | $4,851-11.3% | $4,126+4.3% |
| Admin fee / account holder | $16,566 | $6,717+146.6% | $8,253+100.7% | $5,651+193.2% |