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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 | $172,514 | $83,485+106.6% | $125,192+37.8% | $72,975+136.4% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.2pp | 69.5%+28.5pp |
| Annual return | 23.45% | 25.77%-2.3pp | 43.79%-20.3pp | 81.01%-57.6pp |
| Employer contribution / active EE | $3,700 | $2,346+57.7% | $3,866-4.3% | $2,440+51.6% |
| Participant deferral / active EE | $6,990 | $3,586+94.9% | $4,937+41.6% | $3,608+93.8% |
| Admin fee / account holder | $5,939 | $5,518+7.6% | $9,704-38.8% | $5,124+15.9% |