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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 | $159,293 | $76,407+108.5% | $150,298+6.0% | $82,448+93.2% |
| Participation rate | 87.9% | 66.4%+21.5pp | 77.8%+10.1pp | 68.1%+19.8pp |
| Annual return | 17.47% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $7,385 | $2,614+182.5% | $4,154+77.8% | $2,551+189.5% |
| Participant deferral / active EE | $19,240 | $3,214+498.6% | $5,453+252.9% | $4,139+364.8% |
| Admin fee / account holder | $4,360 | $6,352-31.4% | $14,116-69.1% | $7,234-39.7% |