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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 | $182,098 | $93,617+94.5% | $135,982+33.9% | $75,177+142.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 16.81% | 30.89%-14.1pp | 68.32%-51.5pp | 160.75%-143.9pp |
| Employer contribution / active EE | $5,627 | $3,538+59.0% | $4,859+15.8% | $2,671+110.6% |
| Participant deferral / active EE | $6,585 | $6,406+2.8% | $7,760-15.1% | $4,126+59.6% |
| Admin fee / account holder | $7,380 | $6,980+5.7% | $10,767-31.5% | $5,651+30.6% |