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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 | $160,864 | $81,276+97.9% | $155,574+3.4% | $80,925+98.8% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.7%+31.3pp |
| Annual return | 12.86% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $5,910 | $3,103+90.4% | $4,676+26.4% | $2,756+114.4% |
| Participant deferral / active EE | $5,599 | $3,453+62.2% | $5,629-0.5% | $4,299+30.2% |
| Admin fee / account holder | $3,352 | $7,993-58.1% | $15,914-78.9% | $6,940-51.7% |