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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 | $173,715 | $77,164+125.1% | $178,014-2.4% | $80,874+114.8% |
| Participation rate | 87.7% | 65.7%+22.0pp | 77.1%+10.6pp | 67.6%+20.1pp |
| Annual return | 12.91% | 18.09%-5.2pp | 294.80%-281.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,935 | $2,288+72.0% | $3,950-0.4% | $2,756+42.8% |
| Participant deferral / active EE | $7,408 | $4,408+68.1% | $6,276+18.0% | $4,297+72.4% |
| Admin fee / account holder | $11,046 | $7,164+54.2% | $10,362+6.6% | $6,935+59.3% |