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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 | $169,233 | $95,404+77.4% | $113,397+49.2% | $82,637+104.8% |
| Participation rate | 96.7% | 72.8%+23.8pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 15.68% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,784 | $2,307+64.1% | $2,977+27.1% | $2,552+48.3% |
| Participant deferral / active EE | $10,173 | $4,220+141.1% | $5,076+100.4% | $4,126+146.5% |
| Admin fee / account holder | $52,548 | $9,168+473.2% | $11,957+339.5% | $7,339+616.0% |