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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 | $176,352 | $78,707+124.1% | $117,861+49.6% | $70,126+151.5% |
| Participation rate | 91.2% | 73.2%+18.0pp | 79.7%+11.5pp | 69.5%+21.6pp |
| Annual return | 14.81% | 23.30%-8.5pp | 335.11%-320.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,859 | $2,223-16.4% | $3,786-50.9% | $2,343-20.7% |
| Participant deferral / active EE | $3,898 | $3,297+18.2% | $4,482-13.0% | $3,332+17.0% |
| Admin fee / account holder | $13,124 | $5,066+159.1% | $8,021+63.6% | $4,645+182.5% |