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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 | $165,544 | $72,492+128.4% | $87,102+90.1% | $72,983+126.8% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 24.05% | 24.46%-0.4pp | 28.19%-4.1pp | 81.01%-57.0pp |
| Employer contribution / active EE | $5,207 | $1,894+175.0% | $2,521+106.5% | $2,440+113.4% |
| Participant deferral / active EE | $9,473 | $3,270+189.7% | $4,048+134.0% | $3,608+162.6% |
| Admin fee / account holder | $4,316 | $5,055-14.6% | $7,491-42.4% | $5,124-15.8% |