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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 | $181,041 | $78,690+130.1% | $161,489+12.1% | $87,485+106.9% |
| Participation rate | 97.9% | 67.5%+30.4pp | 78.7%+19.2pp | 68.9%+28.9pp |
| Annual return | 15.71% | 32.74%-17.0pp | 89.72%-74.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $3,643 | $2,588+40.8% | $4,268-14.6% | $2,596+40.3% |
| Participant deferral / active EE | $8,887 | $3,311+168.4% | $5,630+57.8% | $4,274+107.9% |
| Admin fee / account holder | $7,174 | $6,724+6.7% | $16,006-55.2% | $7,775-7.7% |