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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 | $161,190 | $76,407+111.0% | $150,298+7.2% | $82,448+95.5% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 17.56% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $6,048 | $2,614+131.4% | $4,154+45.6% | $2,551+137.1% |
| Participant deferral / active EE | $5,520 | $3,214+71.7% | $5,453+1.2% | $4,139+33.4% |
| Admin fee / account holder | $9,963 | $6,352+56.8% | $14,116-29.4% | $7,234+37.7% |