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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 | $171,607 | $91,198+88.2% | $178,503-3.9% | $79,856+114.9% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 13.93% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,647 | $3,257+42.7% | $5,011-7.3% | $2,471+88.1% |
| Participant deferral / active EE | $4,153 | $3,237+28.3% | $5,202-20.2% | $3,741+11.0% |
| Admin fee / account holder | $6,327 | $6,748-6.2% | $13,987-54.8% | $5,306+19.2% |