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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 | $181,460 | $98,776+83.7% | $149,745+21.2% | $79,856+127.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 13.88% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,450 | $3,217+38.3% | $4,646-4.2% | $2,471+80.1% |
| Participant deferral / active EE | $6,746 | $5,681+18.7% | $6,843-1.4% | $3,741+80.3% |
| Admin fee / account holder | $10,088 | $6,053+66.7% | $9,312+8.3% | $5,306+90.1% |