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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 | $175,375 | $83,485+110.1% | $125,195+40.1% | $72,976+140.3% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.5%+27.0pp |
| Annual return | 22.46% | 25.77%-3.3pp | 43.79%-21.3pp | 81.02%-58.6pp |
| Employer contribution / active EE | $6,262 | $2,346+167.0% | $3,866+62.0% | $2,440+156.6% |
| Participant deferral / active EE | $4,715 | $3,586+31.5% | $4,937-4.5% | $3,608+30.7% |
| Admin fee / account holder | $4,070 | $5,518-26.2% | $9,704-58.1% | $5,124-20.6% |