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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 | $156,863 | $75,541+107.7% | $152,093+3.1% | $82,637+89.8% |
| Participation rate | 96.8% | 66.5%+30.2pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 17.21% | 32.56%-15.4pp | 66.36%-49.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $7,058 | $2,622+169.2% | $4,175+69.1% | $2,552+176.6% |
| Participant deferral / active EE | $6,062 | $3,206+89.1% | $5,451+11.2% | $4,126+46.9% |
| Admin fee / account holder | $8,221 | $6,405+28.4% | $14,497-43.3% | $7,339+12.0% |