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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 | $169,855 | $201,372-15.7% | $184,260-7.8% | $145,884+16.4% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 15.50% | 29.04%-13.5pp | 28.84%-13.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $4,783 | $7,024-31.9% | $6,427-25.6% | $4,662+2.6% |
| Participant deferral / active EE | $12,526 | $9,808+27.7% | $9,133+37.2% | $6,690+87.3% |
| Admin fee / account holder | $38,525 | $16,362+135.5% | $13,898+177.2% | $13,392+187.7% |