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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 | $171,010 | $76,407+123.8% | $150,298+13.8% | $82,448+107.4% |
| Participation rate | 91.9% | 66.4%+25.5pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 16.02% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,518 | $2,614+72.8% | $4,154+8.8% | $2,551+77.1% |
| Participant deferral / active EE | $3,757 | $3,214+16.9% | $5,453-31.1% | $4,139-9.2% |
| Admin fee / account holder | $2,340 | $6,352-63.2% | $14,116-83.4% | $7,234-67.7% |