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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 | $171,203 | $79,961+114.1% | $98,462+73.9% | $75,177+127.7% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.2%+17.4pp | 67.2%+25.4pp |
| Annual return | 16.45% | 19.75%-3.3pp | 21.17%-4.7pp | 160.75%-144.3pp |
| Employer contribution / active EE | $5,843 | $2,264+158.1% | $3,049+91.7% | $2,671+118.8% |
| Participant deferral / active EE | $4,906 | $3,753+30.7% | $4,738+3.5% | $4,126+18.9% |
| Admin fee / account holder | $2,006 | $6,842-70.7% | $8,875-77.4% | $5,651-64.5% |