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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 | $165,902 | $84,236+96.9% | $170,435-2.7% | $70,126+136.6% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 15.71% | 23.06%-7.4pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $5,127 | $3,387+51.4% | $5,432-5.6% | $2,343+118.9% |
| Participant deferral / active EE | $4,631 | $3,086+50.1% | $4,939-6.2% | $3,332+39.0% |
| Admin fee / account holder | $3,932 | $5,698-31.0% | $13,881-71.7% | $4,645-15.4% |