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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 | $177,370 | $106,524+66.5% | $152,301+16.5% | $87,485+102.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | 16.31% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $6,940 | $3,371+105.8% | $4,624+50.1% | $2,596+167.3% |
| Participant deferral / active EE | $10,976 | $6,525+68.2% | $8,004+37.1% | $4,274+156.8% |
| Admin fee / account holder | $2,884 | $8,287-65.2% | $14,398-80.0% | $7,775-62.9% |