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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 | $164,209 | $107,421+52.9% | $182,262-9.9% | $94,015+74.7% |
| Participation rate | 94.7% | 77.8%+17.0pp | 84.2%+10.5pp | 70.8%+23.9pp |
| Annual return | 16.81% | 21.32%-4.5pp | 140.60%-123.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $8,127 | $3,448+135.7% | $5,046+61.1% | $2,790+191.3% |
| Participant deferral / active EE | $13,396 | $6,558+104.3% | $8,276+61.9% | $4,249+215.3% |
| Admin fee / account holder | $3,946 | $8,692-54.6% | $16,712-76.4% | $8,951-55.9% |