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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 | $163,654 | $95,406+71.5% | $185,849-11.9% | $85,847+90.6% |
| Participation rate | 95.6% | 68.8%+26.8pp | 81.7%+13.8pp | 69.3%+26.2pp |
| Annual return | 21.33% | 23.59%-2.3pp | 122.10%-100.8pp | 318.61%-297.3pp |
| Employer contribution / active EE | $7,177 | $3,314+116.6% | $5,169+38.9% | $2,565+179.8% |
| Participant deferral / active EE | $6,119 | $3,424+78.7% | $5,569+9.9% | $3,952+54.8% |
| Admin fee / account holder | $4,139 | $7,214-42.6% | $16,244-74.5% | $6,261-33.9% |