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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 | $168,811 | $98,776+70.9% | $149,745+12.7% | $79,856+111.4% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 12.43% | 27.38%-14.9pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $10,541 | $3,217+227.6% | $4,646+126.9% | $2,471+326.5% |
| Participant deferral / active EE | $10,373 | $5,681+82.6% | $6,843+51.6% | $3,741+177.3% |
| Admin fee / account holder | $9,090 | $6,053+50.2% | $9,312-2.4% | $5,306+71.3% |