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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 | $167,805 | $93,598+79.3% | $135,974+23.4% | $75,173+123.2% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 67.2%+23.8pp |
| Annual return | 16.26% | 30.89%-14.6pp | 68.30%-52.0pp | 160.72%-144.5pp |
| Employer contribution / active EE | $4,344 | $3,538+22.8% | $4,859-10.6% | $2,671+62.6% |
| Participant deferral / active EE | $7,507 | $6,405+17.2% | $7,760-3.3% | $4,126+81.9% |
| Admin fee / account holder | $21,815 | $6,978+212.6% | $10,767+102.6% | $5,651+286.1% |