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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 | $77,777 | $84,233-7.7% | $170,436-54.4% | $70,131+10.9% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 17.74% | 23.06%-5.3pp | 205.94%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $7,766 | $3,387+129.3% | $5,433+43.0% | $2,342+231.5% |
| Participant deferral / active EE | $7,472 | $3,086+142.1% | $4,939+51.3% | $3,332+124.2% |
| Admin fee / account holder | $17,384 | $5,698+205.1% | $13,880+25.2% | $4,645+274.2% |