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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 | $157,765 | $72,027+119.0% | $185,861-15.1% | $79,856+97.6% |
| Participation rate | 97.7% | 65.8%+31.9pp | 78.0%+19.6pp | 69.6%+28.0pp |
| Annual return | 14.55% | 23.13%-8.6pp | 35.96%-21.4pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,372 | $1,965+122.5% | $4,088+6.9% | $2,471+76.9% |
| Participant deferral / active EE | $6,894 | $3,780+82.4% | $5,634+22.4% | $3,741+84.3% |
| Admin fee / account holder | $1,901 | $4,513-57.9% | $9,503-80.0% | $5,306-64.2% |