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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 | $156,937 | $88,672+77.0% | $105,223+49.1% | $82,448+90.3% |
| Participation rate | 85.2% | 67.9%+17.3pp | 75.0%+10.1pp | 68.1%+17.1pp |
| Annual return | 17.14% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $9,021 | $3,048+196.0% | $3,689+144.6% | $2,551+253.6% |
| Participant deferral / active EE | $4,008 | $4,036-0.7% | $5,072-21.0% | $4,139-3.2% |
| Admin fee / account holder | $20,743 | $7,146+190.3% | $8,859+134.2% | $7,234+186.7% |