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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 | $160,595 | $89,259+79.9% | $107,187+49.8% | $82,637+94.3% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 16.02% | 21.02%-5.0pp | 204.55%-188.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $4,953 | $3,080+60.8% | $3,782+30.9% | $2,552+94.1% |
| Participant deferral / active EE | $4,359 | $4,037+8.0% | $5,096-14.5% | $4,126+5.6% |
| Admin fee / account holder | $11,098 | $7,381+50.4% | $9,162+21.1% | $7,339+51.2% |