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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 | $171,013 | $106,749+60.2% | $145,433+17.6% | $82,448+107.4% |
| Participation rate | 78.4% | 75.6%+2.8pp | 82.1%-3.7pp | 68.1%+10.4pp |
| Annual return | 17.59% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $7,529 | $3,444+118.6% | $4,554+65.3% | $2,551+195.2% |
| Participant deferral / active EE | $11,341 | $6,519+74.0% | $7,897+43.6% | $4,139+174.0% |
| Admin fee / account holder | $4,646 | $8,390-44.6% | $13,129-64.6% | $7,234-35.8% |