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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 | $175,026 | $73,988+136.6% | $96,538+81.3% | $75,177+132.8% |
| Participation rate | 93.4% | 66.4%+27.0pp | 74.3%+19.1pp | 67.2%+26.2pp |
| Annual return | 43.90% | 26.73%+17.2pp | 35.74%+8.2pp | 160.75%-116.9pp |
| Employer contribution / active EE | $6,080 | $2,930+107.5% | $3,740+62.6% | $2,671+127.6% |
| Participant deferral / active EE | $8,791 | $3,660+140.2% | $4,880+80.1% | $4,126+113.0% |
| Admin fee / account holder | $2,152 | $5,220-58.8% | $6,737-68.1% | $5,651-61.9% |