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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 | $160,793 | $75,541+112.9% | $152,093+5.7% | $82,637+94.6% |
| Participation rate | 92.8% | 66.5%+26.2pp | 77.8%+15.0pp | 68.1%+24.7pp |
| Annual return | 19.92% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $7,957 | $2,622+203.4% | $4,175+90.6% | $2,552+211.8% |
| Participant deferral / active EE | $6,428 | $3,206+100.5% | $5,451+17.9% | $4,126+55.8% |
| Admin fee / account holder | $3,491 | $6,405-45.5% | $14,497-75.9% | $7,339-52.4% |