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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 | $156,381 | $112,729+38.7% | $98,716+58.4% | $137,256+13.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 13.79% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $15,874 | $2,725+482.5% | $2,279+596.7% | $4,156+282.0% |
| Participant deferral / active EE | $11,038 | $4,640+137.9% | $4,048+172.7% | $6,407+72.3% |
| Admin fee / account holder | $7,030 | $10,129-30.6% | $8,703-19.2% | $12,270-42.7% |