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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 | $174,532 | $95,453+82.8% | $112,040+55.8% | $82,448+111.7% |
| Participation rate | 98.2% | 72.8%+25.5pp | 76.5%+21.8pp | 68.1%+30.2pp |
| Annual return | 17.43% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $5,855 | $2,318+152.6% | $2,954+98.2% | $2,551+129.5% |
| Participant deferral / active EE | $6,951 | $4,224+64.6% | $5,098+36.4% | $4,139+67.9% |
| Admin fee / account holder | $6,320 | $9,013-29.9% | $12,098-47.8% | $7,234-12.6% |