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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 | $169,233 | $95,453+77.3% | $112,040+51.0% | $82,448+105.3% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 15.68% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,784 | $2,318+63.3% | $2,954+28.1% | $2,551+48.4% |
| Participant deferral / active EE | $10,173 | $4,224+140.8% | $5,098+99.6% | $4,139+145.8% |
| Admin fee / account holder | $52,548 | $9,013+483.0% | $12,098+334.3% | $7,234+626.4% |