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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 | $170,324 | $81,487+109.0% | $102,412+66.3% | $80,935+110.4% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.7%+22.3pp |
| Annual return | 16.28% | 25.60%-9.3pp | 24.94%-8.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $6,927 | $3,103+123.2% | $3,870+79.0% | $2,757+151.3% |
| Participant deferral / active EE | $6,167 | $3,871+59.3% | $5,060+21.9% | $4,299+43.4% |
| Admin fee / account holder | $3,191 | $6,717-52.5% | $8,388-61.9% | $6,924-53.9% |