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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 | $181,852 | $80,992+124.5% | $96,534+88.4% | $75,173+141.9% |
| Participation rate | 96.4% | 71.8%+24.6pp | 76.0%+20.4pp | 67.2%+29.2pp |
| Annual return | 15.31% | 27.05%-11.7pp | 25.88%-10.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $5,727 | $2,283+150.9% | $2,965+93.1% | $2,671+114.4% |
| Participant deferral / active EE | $4,305 | $3,929+9.5% | $4,851-11.3% | $4,126+4.3% |
| Admin fee / account holder | $426 | $6,717-93.7% | $8,253-94.8% | $5,651-92.5% |