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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 | $168,120 | $93,598+79.6% | $135,974+23.6% | $75,173+123.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.7pp | 67.2%+24.5pp |
| Annual return | 16.72% | 30.89%-14.2pp | 68.30%-51.6pp | 160.72%-144.0pp |
| Employer contribution / active EE | $9,135 | $3,538+158.2% | $4,859+88.0% | $2,671+242.0% |
| Participant deferral / active EE | $6,363 | $6,405-0.7% | $7,760-18.0% | $4,126+54.2% |
| Admin fee / account holder | $2,898 | $6,978-58.5% | $10,767-73.1% | $5,651-48.7% |