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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 | $164,459 | $106,524+54.4% | $152,301+8.0% | $87,485+88.0% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.4%+5.7pp | 68.9%+19.2pp |
| Annual return | 16.41% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $5,563 | $3,371+65.0% | $4,624+20.3% | $2,596+114.3% |
| Participant deferral / active EE | $12,597 | $6,525+93.1% | $8,004+57.4% | $4,274+194.8% |
| Admin fee / account holder | $6,574 | $8,287-20.7% | $14,398-54.3% | $7,775-15.4% |