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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 | $168,729 | $81,504+107.0% | $102,437+64.7% | $80,959+108.4% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 15.42% | 25.60%-10.2pp | 24.95%-9.5pp | 35.67%-20.2pp |
| Employer contribution / active EE | $6,953 | $3,104+124.0% | $3,871+79.6% | $2,757+152.2% |
| Participant deferral / active EE | $4,543 | $3,871+17.4% | $5,060-10.2% | $4,300+5.7% |
| Admin fee / account holder | $14,346 | $6,719+113.5% | $8,388+71.0% | $6,925+107.2% |