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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 | $171,367 | $77,638+120.7% | $156,551+9.5% | $62,881+172.5% |
| Participation rate | 98.7% | 71.2%+27.5pp | 84.0%+14.7pp | 69.3%+29.4pp |
| Annual return | 7.53% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,870 | $3,444+41.4% | $5,501-11.5% | $2,281+113.5% |
| Participant deferral / active EE | $5,293 | $3,046+73.8% | $4,871+8.7% | $3,203+65.2% |
| Admin fee / account holder | $7,477 | $5,561+34.4% | $13,028-42.6% | $4,296+74.0% |