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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 | $167,094 | $91,439+82.7% | $135,974+22.9% | $71,511+133.7% |
| Participation rate | 98.1% | 75.7%+22.5pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 19.19% | 29.90%-10.7pp | 68.30%-49.1pp | 28.86%-9.7pp |
| Employer contribution / active EE | $6,110 | $3,705+64.9% | $4,859+25.8% | $2,589+136.0% |
| Participant deferral / active EE | $8,518 | $7,093+20.1% | $7,760+9.8% | $4,291+98.5% |
| Admin fee / account holder | $6,203 | $1,267+389.7% | $10,767-42.4% | $1,588+290.5% |