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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 | $153,649 | $88,672+73.3% | $105,223+46.0% | $82,448+86.4% |
| Participation rate | 95.7% | 67.9%+27.8pp | 75.0%+20.7pp | 68.1%+27.7pp |
| Annual return | 13.71% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $9,372 | $3,048+207.5% | $3,689+154.1% | $2,551+267.4% |
| Participant deferral / active EE | $7,218 | $4,036+78.8% | $5,072+42.3% | $4,139+74.4% |
| Admin fee / account holder | $5,445 | $7,146-23.8% | $8,859-38.5% | $7,234-24.7% |