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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 | $159,974 | $83,485+91.6% | $125,195+27.8% | $72,976+119.2% |
| Participation rate | 88.3% | 73.3%+15.0pp | 79.8%+8.6pp | 69.5%+18.8pp |
| Annual return | 20.12% | 25.77%-5.7pp | 43.79%-23.7pp | 81.02%-60.9pp |
| Employer contribution / active EE | $7,286 | $2,346+210.6% | $3,866+88.5% | $2,440+198.6% |
| Participant deferral / active EE | $5,222 | $3,586+45.6% | $4,937+5.8% | $3,608+44.8% |
| Admin fee / account holder | $5,665 | $5,518+2.7% | $9,704-41.6% | $5,124+10.6% |