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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 | $156,628 | $81,276+92.7% | $155,574+0.7% | $80,925+93.5% |
| Participation rate | 95.7% | 66.2%+29.4pp | 78.2%+17.4pp | 67.7%+28.0pp |
| Annual return | 16.41% | 33.36%-16.9pp | 64.87%-48.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $3,305 | $3,103+6.5% | $4,676-29.3% | $2,756+19.9% |
| Participant deferral / active EE | $7,842 | $3,453+127.1% | $5,629+39.3% | $4,299+82.4% |
| Admin fee / account holder | $13,600 | $7,993+70.1% | $15,914-14.5% | $6,940+96.0% |