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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 | $186,050 | $84,236+120.9% | $170,435+9.2% | $70,126+165.3% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 21.12% | 23.06%-1.9pp | 205.94%-184.8pp | 73.15%-52.0pp |
| Employer contribution / active EE | $5,136 | $3,387+51.6% | $5,432-5.5% | $2,343+119.2% |
| Participant deferral / active EE | $4,432 | $3,086+43.6% | $4,939-10.3% | $3,332+33.0% |
| Admin fee / account holder | $4,450 | $5,698-21.9% | $13,881-67.9% | $4,645-4.2% |