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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 | $180,378 | $91,559+97.0% | $133,959+34.7% | $79,858+125.9% |
| Participation rate | 95.5% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+25.9pp |
| Annual return | 12.55% | 61.85%-49.3pp | 45.09%-32.5pp | 31.72%-19.2pp |
| Employer contribution / active EE | $5,642 | $2,384+136.7% | $3,919+44.0% | $2,471+128.4% |
| Participant deferral / active EE | $8,831 | $3,734+136.5% | $5,047+75.0% | $3,740+136.1% |
| Admin fee / account holder | $4,568 | $6,321-27.7% | $8,928-48.8% | $5,306-13.9% |