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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 | $170,428 | $101,795+67.4% | $165,100+3.2% | $80,959+110.5% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.7%+25.2pp |
| Annual return | 16.06% | 16.73%-0.7pp | 70.21%-54.2pp | 35.67%-19.6pp |
| Employer contribution / active EE | $9,166 | $2,954+210.3% | $4,348+110.8% | $2,757+232.4% |
| Participant deferral / active EE | $13,494 | $4,476+201.5% | $6,035+123.6% | $4,300+213.8% |
| Admin fee / account holder | $5,280 | $8,221-35.8% | $12,696-58.4% | $6,925-23.8% |