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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 | $167,883 | $76,407+119.7% | $150,298+11.7% | $82,448+103.6% |
| Participation rate | 94.7% | 66.4%+28.3pp | 77.8%+17.0pp | 68.1%+26.7pp |
| Annual return | 16.99% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,135 | $2,614+19.9% | $4,154-24.5% | $2,551+22.9% |
| Participant deferral / active EE | $7,675 | $3,214+138.8% | $5,453+40.8% | $4,139+85.4% |
| Admin fee / account holder | $1,556 | $6,352-75.5% | $14,116-89.0% | $7,234-78.5% |