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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 | $186,392 | $123,412+51.0% | $69,460+168.3% | $145,978+27.7% |
| Participation rate | 93.3% | 69.2%+24.1pp | 66.4%+26.9pp | 80.3%+13.0pp |
| Annual return | 14.92% | 191.25%-176.3pp | 100.80%-85.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,497 | $2,684-7.0% | $1,714+45.7% | $4,662-46.4% |
| Participant deferral / active EE | $4,588 | $4,240+8.2% | $2,890+58.8% | $6,690-31.4% |
| Admin fee / account holder | $1,323 | $7,816-83.1% | $4,695-71.8% | $13,400-90.1% |