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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 | $179,518 | $96,731+85.6% | $123,973+44.8% | $86,983+106.4% |
| Participation rate | 92.3% | 70.0%+22.3pp | 76.7%+15.6pp | 69.5%+22.8pp |
| Annual return | 15.75% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $3,559 | $3,297+8.0% | $4,126-13.7% | $2,584+37.7% |
| Participant deferral / active EE | $9,082 | $4,152+118.7% | $5,247+73.1% | $4,194+116.5% |
| Admin fee / account holder | $993 | $8,722-88.6% | $11,799-91.6% | $7,856-87.4% |