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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 | $176,399 | $90,400+95.1% | $186,193-5.3% | $87,485+101.6% |
| Participation rate | 94.1% | 66.2%+27.9pp | 77.1%+17.0pp | 68.9%+25.2pp |
| Annual return | 16.67% | 22.15%-5.5pp | 78.03%-61.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $6,379 | $2,170+193.9% | $3,918+62.8% | $2,596+145.7% |
| Participant deferral / active EE | $3,635 | $4,330-16.0% | $6,513-44.2% | $4,274-14.9% |
| Admin fee / account holder | $1,727 | $8,673-80.1% | $11,058-84.4% | $7,775-77.8% |