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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 | $177,857 | $68,681+159.0% | $86,615+105.3% | $85,847+107.2% |
| Participation rate | 93.9% | 66.4%+27.6pp | 71.6%+22.3pp | 69.3%+24.6pp |
| Annual return | 18.96% | 20.12%-1.2pp | 63.51%-44.6pp | 318.61%-299.6pp |
| Employer contribution / active EE | $3,984 | $1,880+111.9% | $2,496+59.6% | $2,565+55.3% |
| Participant deferral / active EE | $6,546 | $2,919+124.3% | $3,699+77.0% | $3,952+65.6% |
| Admin fee / account holder | $6,388 | $5,974+6.9% | $5,830+9.6% | $6,261+2.0% |