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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 | $163,909 | $55,453+195.6% | $170,435-3.8% | $62,293+163.1% |
| Participation rate | 94.0% | 66.4%+27.6pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 14.18% | 21.38%-7.2pp | 205.94%-191.8pp | 28.90%-14.7pp |
| Employer contribution / active EE | $6,258 | $2,164+189.2% | $5,432+15.2% | $2,042+206.4% |
| Participant deferral / active EE | $4,211 | $2,303+82.9% | $4,939-14.7% | $3,169+32.9% |
| Admin fee / account holder | $3,258 | $455+615.9% | $13,881-76.5% | $479+579.6% |