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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 | $168,586 | $106,864+57.8% | $147,318+14.4% | $82,637+104.0% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.1%+10.8pp | 68.1%+24.8pp |
| Annual return | 20.08% | 27.49%-7.4pp | 70.43%-50.4pp | 53.51%-33.4pp |
| Employer contribution / active EE | $10,981 | $3,417+221.4% | $4,593+139.1% | $2,552+330.3% |
| Participant deferral / active EE | $18,994 | $6,496+192.4% | $7,906+140.2% | $4,126+360.3% |
| Admin fee / account holder | $4,590 | $8,415-45.4% | $13,708-66.5% | $7,339-37.5% |