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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 | $164,882 | $106,524+54.8% | $152,301+8.3% | $87,485+88.5% |
| Participation rate | 91.3% | 75.8%+15.6pp | 82.4%+8.9pp | 68.9%+22.4pp |
| Annual return | 15.94% | 26.89%-10.9pp | 80.50%-64.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,644 | $3,371+8.1% | $4,624-21.2% | $2,596+40.4% |
| Participant deferral / active EE | $10,185 | $6,525+56.1% | $8,004+27.3% | $4,274+138.3% |
| Admin fee / account holder | $31,013 | $8,287+274.2% | $14,398+115.4% | $7,775+298.9% |