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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 | $161,033 | $77,677+107.3% | $109,173+47.5% | $79,391+102.8% |
| Participation rate | 95.2% | 67.8%+27.4pp | 75.9%+19.3pp | 70.7%+24.5pp |
| Annual return | 16.05% | 23.44%-7.4pp | 25.75%-9.7pp | 116.88%-100.8pp |
| Employer contribution / active EE | $4,976 | $2,798+77.8% | $3,723+33.7% | $2,428+105.0% |
| Participant deferral / active EE | $4,739 | $3,517+34.7% | $4,654+1.8% | $4,046+17.1% |
| Admin fee / account holder | $5,865 | $732+700.7% | $6,755-13.2% | $627+836.2% |