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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 | $165,983 | $78,707+110.9% | $117,861+40.8% | $70,126+136.7% |
| Participation rate | 87.5% | 73.2%+14.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 16.61% | 23.30%-6.7pp | 335.11%-318.5pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,917 | $2,223+31.2% | $3,786-23.0% | $2,343+24.5% |
| Participant deferral / active EE | $7,340 | $3,297+122.6% | $4,482+63.8% | $3,332+120.3% |
| Admin fee / account holder | $6,890 | $5,066+36.0% | $8,021-14.1% | $4,645+48.3% |