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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 | $174,182 | $103,393+68.5% | $87,103+100.0% | $152,909+13.9% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 18.85% | 28.10%-9.2pp | 28.19%-9.3pp | 345.46%-326.6pp |
| Employer contribution / active EE | $3,224 | $3,221+0.1% | $2,521+27.9% | $4,764-32.3% |
| Participant deferral / active EE | $4,287 | $4,778-10.3% | $4,049+5.9% | $5,851-26.7% |
| Admin fee / account holder | $3,483 | $12,195-71.4% | $7,491-53.5% | $11,601-70.0% |