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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 | $162,343 | $88,672+83.1% | $105,223+54.3% | $82,448+96.9% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 20.30% | 30.86%-10.6pp | 180.65%-160.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,789 | $3,048+24.3% | $3,689+2.7% | $2,551+48.5% |
| Participant deferral / active EE | $5,522 | $4,036+36.8% | $5,072+8.9% | $4,139+33.4% |
| Admin fee / account holder | $5,296 | $7,146-25.9% | $8,859-40.2% | $7,234-26.8% |