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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 | $93,589+92.8% | $135,942+32.7% | $75,181+140.0% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 25.71% | 30.90%-5.2pp | 68.28%-42.6pp | 160.69%-135.0pp |
| Employer contribution / active EE | $5,124 | $3,537+44.8% | $4,858+5.5% | $2,671+91.9% |
| Participant deferral / active EE | $13,263 | $6,405+107.1% | $7,759+70.9% | $4,126+221.5% |
| Admin fee / account holder | $5,786 | $6,977-17.1% | $10,764-46.2% | $5,650+2.4% |