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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 | $166,680 | $78,423+112.5% | $95,964+73.7% | $79,856+108.7% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 18.96% | 19.37%-0.4pp | 91.64%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $4,773 | $1,945+145.4% | $2,541+87.8% | $2,471+93.1% |
| Participant deferral / active EE | $13,686 | $3,440+297.8% | $4,167+228.5% | $3,741+265.9% |
| Admin fee / account holder | $4,812 | $5,622-14.4% | $6,797-29.2% | $5,306-9.3% |