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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 | $87,059+99.7% | $105,608+64.6% | $80,925+114.9% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.3%+20.3pp | 67.7%+27.9pp |
| Annual return | 18.62% | 17.05%+1.6pp | 116.50%-97.9pp | 35.65%-17.0pp |
| Employer contribution / active EE | $5,501 | $2,396+129.5% | $3,167+73.7% | $2,756+99.6% |
| Participant deferral / active EE | $8,710 | $3,986+118.5% | $5,010+73.9% | $4,299+102.6% |
| Admin fee / account holder | $29,560 | $8,443+250.1% | $11,028+168.0% | $6,940+325.9% |