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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 | $180,435 | $93,598+92.8% | $135,974+32.7% | $75,173+140.0% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 25.71% | 30.89%-5.2pp | 68.30%-42.6pp | 160.72%-135.0pp |
| Employer contribution / active EE | $5,124 | $3,538+44.8% | $4,859+5.4% | $2,671+91.8% |
| Participant deferral / active EE | $13,263 | $6,405+107.1% | $7,760+70.9% | $4,126+221.4% |
| Admin fee / account holder | $5,786 | $6,978-17.1% | $10,767-46.3% | $5,651+2.4% |