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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 | $173,883 | $87,132+99.6% | $105,624+64.6% | $80,959+114.8% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.3%+20.3pp | 67.7%+27.9pp |
| Annual return | 18.62% | 17.03%+1.6pp | 116.20%-97.6pp | 35.67%-17.0pp |
| Employer contribution / active EE | $5,501 | $2,397+129.5% | $3,168+73.7% | $2,757+99.5% |
| Participant deferral / active EE | $8,710 | $3,985+118.6% | $5,013+73.8% | $4,300+102.5% |
| Admin fee / account holder | $29,560 | $8,449+249.9% | $10,961+169.7% | $6,925+326.8% |