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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 | $178,841 | $81,208+120.2% | $98,920+80.8% | $79,856+124.0% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.0pp | 69.6%+27.4pp |
| Annual return | 18.42% | 60.99%-42.6pp | 196.47%-178.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,223 | $1,960+13.5% | $2,689-17.3% | $2,471-10.0% |
| Participant deferral / active EE | $5,625 | $3,265+72.3% | $4,245+32.5% | $3,741+50.4% |
| Admin fee / account holder | $1,848 | $6,013-69.3% | $6,643-72.2% | $5,306-65.2% |