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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 | $168,578 | $87,132+93.5% | $105,624+59.6% | $80,959+108.2% |
| Participation rate | 95.1% | 70.4%+24.6pp | 75.3%+19.8pp | 67.7%+27.4pp |
| Annual return | 16.45% | 17.03%-0.6pp | 116.20%-99.8pp | 35.67%-19.2pp |
| Employer contribution / active EE | $5,094 | $2,397+112.5% | $3,168+60.8% | $2,757+84.7% |
| Participant deferral / active EE | $8,015 | $3,985+101.1% | $5,013+59.9% | $4,300+86.4% |
| Admin fee / account holder | $12,162 | $8,449+43.9% | $10,961+11.0% | $6,925+75.6% |