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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 | $198,977 | $93,598+112.6% | $135,974+46.3% | $75,173+164.7% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.6pp | 67.2%+28.4pp |
| Annual return | 21.09% | 30.89%-9.8pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $5,541 | $3,538+56.6% | $4,859+14.0% | $2,671+107.5% |
| Participant deferral / active EE | $5,089 | $6,405-20.6% | $7,760-34.4% | $4,126+23.3% |
| Admin fee / account holder | $2,585 | $6,978-63.0% | $10,767-76.0% | $5,651-54.3% |