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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 | $174,544 | $85,766+103.5% | $136,298+28.1% | $70,126+148.9% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 16.60% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $5,787 | $2,966+95.1% | $4,696+23.2% | $2,343+147.0% |
| Participant deferral / active EE | $6,818 | $5,051+35.0% | $6,247+9.1% | $3,332+104.6% |
| Admin fee / account holder | $4,067 | $5,421-25.0% | $9,244-56.0% | $4,645-12.4% |