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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 | $162,280 | $106,749+52.0% | $145,433+11.6% | $82,448+96.8% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 16.38% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $6,972 | $3,444+102.4% | $4,554+53.1% | $2,551+173.3% |
| Participant deferral / active EE | $18,290 | $6,519+180.6% | $7,897+131.6% | $4,139+341.9% |
| Admin fee / account holder | $1,965 | $8,390-76.6% | $13,129-85.0% | $7,234-72.8% |