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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 | $165,711 | $106,749+55.2% | $145,433+13.9% | $82,448+101.0% |
| Participation rate | 97.8% | 75.6%+22.2pp | 82.1%+15.7pp | 68.1%+29.8pp |
| Annual return | 17.55% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $6,299 | $3,444+82.9% | $4,554+38.3% | $2,551+146.9% |
| Participant deferral / active EE | $7,673 | $6,519+17.7% | $7,897-2.8% | $4,139+85.4% |
| Admin fee / account holder | $38,699 | $8,390+361.3% | $13,129+194.8% | $7,234+434.9% |