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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 | $157,911 | $73,955+113.5% | $96,520+63.6% | $75,181+110.0% |
| Participation rate | 87.0% | 66.4%+20.5pp | 74.3%+12.6pp | 67.2%+19.8pp |
| Annual return | 14.65% | 26.72%-12.1pp | 35.72%-21.1pp | 160.69%-146.0pp |
| Employer contribution / active EE | $15,304 | $2,930+422.3% | $3,739+309.4% | $2,671+473.1% |
| Participant deferral / active EE | $8,182 | $3,659+123.6% | $4,879+67.7% | $4,126+98.3% |
| Admin fee / account holder | $2,834 | $5,217-45.7% | $6,733-57.9% | $5,650-49.8% |