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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 | $166,221 | $98,760+68.3% | $149,715+11.0% | $79,858+108.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 29.89% | 27.43%+2.5pp | 276.66%-246.8pp | 31.72%-1.8pp |
| Employer contribution / active EE | $4,025 | $3,217+25.1% | $4,645-13.3% | $2,471+62.9% |
| Participant deferral / active EE | $8,992 | $5,681+58.3% | $6,842+31.4% | $3,740+140.4% |
| Admin fee / account holder | $4,586 | $6,053-24.2% | $9,310-50.7% | $5,306-13.6% |