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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 | $180,996 | $99,875+81.2% | $146,866+23.2% | $86,983+108.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 18.62% | 28.10%-9.5pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $5,074 | $3,224+57.4% | $4,425+14.7% | $2,584+96.3% |
| Participant deferral / active EE | $14,172 | $6,322+124.1% | $7,759+82.6% | $4,194+237.9% |
| Admin fee / account holder | $2,919 | $7,838-62.8% | $13,620-78.6% | $7,856-62.8% |