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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 | $177,486 | $78,690+125.6% | $161,489+9.9% | $87,485+102.9% |
| Participation rate | 93.8% | 67.5%+26.3pp | 78.7%+15.1pp | 68.9%+24.8pp |
| Annual return | 17.18% | 32.74%-15.6pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $6,928 | $2,588+167.7% | $4,268+62.3% | $2,596+166.9% |
| Participant deferral / active EE | $6,481 | $3,311+95.8% | $5,630+15.1% | $4,274+51.7% |
| Admin fee / account holder | $5,654 | $6,724-15.9% | $16,006-64.7% | $7,775-27.3% |