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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 | $182,675 | $106,749+71.1% | $145,433+25.6% | $82,448+121.6% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 18.72% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $8,555 | $3,444+148.4% | $4,554+87.8% | $2,551+235.4% |
| Participant deferral / active EE | $8,199 | $6,519+25.8% | $7,897+3.8% | $4,139+98.1% |
| Admin fee / account holder | $3,274 | $8,390-61.0% | $13,129-75.1% | $7,234-54.7% |