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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 | $81,331+92.6% | $155,534+0.7% | $80,935+93.5% |
| Participation rate | 95.7% | 66.3%+29.4pp | 78.2%+17.4pp | 67.7%+28.0pp |
| Annual return | 16.41% | 33.37%-17.0pp | 64.92%-48.5pp | 35.66%-19.2pp |
| Employer contribution / active EE | $3,305 | $3,105+6.5% | $4,675-29.3% | $2,757+19.9% |
| Participant deferral / active EE | $7,842 | $3,454+127.0% | $5,630+39.3% | $4,299+82.4% |
| Admin fee / account holder | $13,600 | $7,999+70.0% | $15,900-14.5% | $6,924+96.4% |