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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 | $174,496 | $77,472+125.2% | $100,392+73.8% | $80,935+115.6% |
| Participation rate | 97.4% | 76.9%+20.4pp | 81.5%+15.9pp | 67.7%+29.7pp |
| Annual return | 12.67% | 37.26%-24.6pp | 49.45%-36.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,510 | $2,800+25.3% | $3,941-11.0% | $2,757+27.3% |
| Participant deferral / active EE | $13,758 | $6,818+101.8% | $8,090+70.1% | $4,299+220.0% |
| Admin fee / account holder | $16,465 | $5,885+179.8% | $7,904+108.3% | $6,924+137.8% |