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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 | $174,545 | $94,031+85.6% | $115,768+50.8% | $82,448+111.7% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.4%+21.8pp | 68.1%+28.2pp |
| Annual return | 17.07% | 20.61%-3.5pp | 100.46%-83.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,218 | $2,323+38.5% | $2,940+9.5% | $2,551+26.2% |
| Participant deferral / active EE | $9,167 | $3,972+130.8% | $4,917+86.5% | $4,139+121.5% |
| Admin fee / account holder | $18,076 | $10,249+76.4% | $12,439+45.3% | $7,234+149.9% |