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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 | $180,925 | $106,749+69.5% | $145,433+24.4% | $82,448+119.4% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 15.29% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,738 | $3,444+37.6% | $4,554+4.0% | $2,551+85.8% |
| Participant deferral / active EE | $12,719 | $6,519+95.1% | $7,897+61.1% | $4,139+207.3% |
| Admin fee / account holder | $17,744 | $8,390+111.5% | $13,129+35.2% | $7,234+145.3% |