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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 | $175,150 | $93,617+87.1% | $135,982+28.8% | $75,177+133.0% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.1pp | 67.2%+27.9pp |
| Annual return | 16.91% | 30.89%-14.0pp | 68.32%-51.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $5,703 | $3,538+61.2% | $4,859+17.4% | $2,671+113.5% |
| Participant deferral / active EE | $11,736 | $6,406+83.2% | $7,760+51.2% | $4,126+184.4% |
| Admin fee / account holder | $843 | $6,980-87.9% | $10,767-92.2% | $5,651-85.1% |