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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 | $167,035 | $89,370+86.9% | $141,197+18.3% | $72,976+128.9% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 22.79% | 111.88%-89.1pp | 71.41%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $660 | $3,115-78.8% | $4,736-86.1% | $2,440-73.0% |
| Participant deferral / active EE | $7,106 | $5,419+31.1% | $6,710+5.9% | $3,608+97.0% |
| Admin fee / account holder | $12,373 | $5,957+107.7% | $10,265+20.5% | $5,124+141.5% |