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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 | $177,203 | $93,617+89.3% | $135,982+30.3% | $75,177+135.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 17.76% | 30.89%-13.1pp | 68.32%-50.6pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,012 | $3,538-43.1% | $4,859-58.6% | $2,671-24.7% |
| Participant deferral / active EE | $5,816 | $6,406-9.2% | $7,760-25.0% | $4,126+41.0% |
| Admin fee / account holder | $2,710 | $6,980-61.2% | $10,767-74.8% | $5,651-52.0% |