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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 | $174,050 | $78,428+121.9% | $95,960+81.4% | $79,852+118.0% |
| Participation rate | 86.3% | 73.5%+12.8pp | 77.1%+9.2pp | 69.6%+16.7pp |
| Annual return | 21.03% | 19.37%+1.7pp | 91.63%-70.6pp | 31.72%-10.7pp |
| Employer contribution / active EE | $3,962 | $1,945+103.7% | $2,541+55.9% | $2,471+60.3% |
| Participant deferral / active EE | $7,883 | $3,440+129.2% | $4,167+89.2% | $3,740+110.8% |
| Admin fee / account holder | $20,023 | $5,622+256.1% | $6,797+194.6% | $5,306+277.3% |