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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 | $170,189 | $57,828+194.3% | $117,039+45.4% | $70,131+142.7% |
| Participation rate | 95.7% | 67.1%+28.6pp | 77.2%+18.6pp | 69.5%+26.2pp |
| Annual return | 12.87% | 17.55%-4.7pp | 18.95%-6.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $6,274 | $1,816+245.5% | $3,785+65.8% | $2,342+167.8% |
| Participant deferral / active EE | $2,797 | $2,438+14.8% | $3,929-28.8% | $3,332-16.0% |
| Admin fee / account holder | $8,448 | $3,548+138.1% | $5,974+41.4% | $4,645+81.9% |