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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 | $161,619 | $83,485+93.6% | $125,192+29.1% | $72,975+121.5% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.5%+27.2pp |
| Annual return | 18.66% | 25.77%-7.1pp | 43.79%-25.1pp | 81.01%-62.3pp |
| Employer contribution / active EE | $8,793 | $2,346+274.8% | $3,866+127.4% | $2,440+260.3% |
| Participant deferral / active EE | $4,176 | $3,586+16.4% | $4,937-15.4% | $3,608+15.7% |
| Admin fee / account holder | $9,683 | $5,518+75.5% | $9,704-0.2% | $5,124+89.0% |