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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 | $173,637 | $93,598+85.5% | $135,974+27.7% | $75,173+131.0% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 18.76% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-142.0pp |
| Employer contribution / active EE | $4,016 | $3,538+13.5% | $4,859-17.3% | $2,671+50.4% |
| Participant deferral / active EE | $7,624 | $6,405+19.0% | $7,760-1.7% | $4,126+84.8% |
| Admin fee / account holder | $9,660 | $6,978+38.4% | $10,767-10.3% | $5,651+71.0% |