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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 | $183,878 | $71,353+157.7% | $92,805+98.1% | $86,983+111.4% |
| Participation rate | 96.6% | 80.9%+15.7pp | 83.5%+13.1pp | 69.5%+27.0pp |
| Annual return | 17.31% | 44.68%-27.4pp | 31.59%-14.3pp | 25.83%-8.5pp |
| Employer contribution / active EE | $7,023 | $2,468+184.5% | $3,424+105.1% | $2,584+171.7% |
| Participant deferral / active EE | $7,762 | $6,966+11.4% | $8,448-8.1% | $4,194+85.1% |
| Admin fee / account holder | $5,812 | $6,099-4.7% | $10,911-46.7% | $7,856-26.0% |