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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 | $173,748 | $105,200+65.2% | $159,474+9.0% | $85,847+102.4% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.8%+6.4pp | 69.3%+19.9pp |
| Annual return | 18.97% | 45.08%-26.1pp | 263.68%-244.7pp | 318.61%-299.6pp |
| Employer contribution / active EE | $8,165 | $3,319+146.0% | $4,831+69.0% | $2,565+218.3% |
| Participant deferral / active EE | $8,740 | $5,946+47.0% | $7,353+18.9% | $3,952+121.1% |
| Admin fee / account holder | $7,817 | $6,934+12.7% | $10,802-27.6% | $6,261+24.9% |