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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 | $106,864+53.7% | $147,318+11.5% | $82,637+98.7% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.1%+12.7pp | 68.1%+26.7pp |
| Annual return | 16.81% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $8,127 | $3,417+137.9% | $4,593+76.9% | $2,552+218.4% |
| Participant deferral / active EE | $13,396 | $6,496+106.2% | $7,906+69.4% | $4,126+224.7% |
| Admin fee / account holder | $3,946 | $8,415-53.1% | $13,708-71.2% | $7,339-46.2% |