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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 | $168,538 | $125,797+34.0% | $170,043-0.9% | $75,173+124.2% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 20.15% | 27.20%-7.0pp | 53.40%-33.3pp | 160.72%-140.6pp |
| Employer contribution / active EE | $8,909 | $4,616+93.0% | $6,790+31.2% | $2,671+233.6% |
| Participant deferral / active EE | $13,621 | $6,838+99.2% | $10,410+30.8% | $4,126+230.1% |
| Admin fee / account holder | $5,947 | $8,177-27.3% | $12,824-53.6% | $5,651+5.2% |