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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 | $173,087 | $77,638+122.9% | $156,551+10.6% | $62,881+175.3% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 8.83% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $6,873 | $3,444+99.6% | $5,501+24.9% | $2,281+201.3% |
| Participant deferral / active EE | $4,434 | $3,046+45.6% | $4,871-9.0% | $3,203+38.4% |
| Admin fee / account holder | $3,923 | $5,561-29.5% | $13,028-69.9% | $4,296-8.7% |