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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 | $176,039 | $48,078+266.2% | $78,676+123.8% | $62,881+180.0% |
| Participation rate | 98.6% | 65.2%+33.3pp | 73.6%+25.0pp | 69.3%+29.2pp |
| Annual return | 6.99% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,596 | $2,015+78.5% | $2,850+26.2% | $2,281+57.6% |
| Participant deferral / active EE | $1,791 | $2,587-30.8% | $3,517-49.1% | $3,203-44.1% |
| Admin fee / account holder | $8,440 | $3,206+163.3% | $4,510+87.1% | $4,296+96.5% |