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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 | $164,967 | $83,485+97.6% | $125,195+31.8% | $72,976+126.1% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.5%+28.0pp |
| Annual return | 19.51% | 25.77%-6.3pp | 43.79%-24.3pp | 81.02%-61.5pp |
| Employer contribution / active EE | $4,259 | $2,346+81.6% | $3,866+10.2% | $2,440+74.5% |
| Participant deferral / active EE | $8,352 | $3,586+132.9% | $4,937+69.2% | $3,608+131.5% |
| Admin fee / account holder | $27,411 | $5,518+396.8% | $9,704+182.5% | $5,124+434.9% |