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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 | $179,103 | $96,268+86.0% | $143,412+24.9% | $86,983+105.9% |
| Participation rate | 86.0% | 74.6%+11.4pp | 78.5%+7.5pp | 69.5%+16.5pp |
| Annual return | 20.82% | 25.47%-4.7pp | 256.99%-236.2pp | 25.83%-5.0pp |
| Employer contribution / active EE | $9,672 | $3,080+214.0% | $3,748+158.0% | $2,584+274.2% |
| Participant deferral / active EE | $12,849 | $6,001+114.1% | $6,816+88.5% | $4,194+206.4% |
| Admin fee / account holder | $11,302 | $7,778+45.3% | $11,396-0.8% | $7,856+43.9% |