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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 | $178,298 | $93,589+90.5% | $135,942+31.2% | $75,181+137.2% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 18.50% | 30.90%-12.4pp | 68.28%-49.8pp | 160.69%-142.2pp |
| Employer contribution / active EE | $5,160 | $3,537+45.9% | $4,858+6.2% | $2,671+93.2% |
| Participant deferral / active EE | $7,750 | $6,405+21.0% | $7,759-0.1% | $4,126+87.8% |
| Admin fee / account holder | $4,677 | $6,977-33.0% | $10,764-56.5% | $5,650-17.2% |