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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 | $173,613 | $70,684+145.6% | $169,397+2.5% | $75,177+130.9% |
| Participation rate | 93.2% | 64.8%+28.4pp | 77.2%+16.0pp | 67.2%+26.0pp |
| Annual return | 17.39% | 36.38%-19.0pp | 406.23%-388.8pp | 160.75%-143.4pp |
| Employer contribution / active EE | $6,631 | $2,211+199.9% | $4,013+65.2% | $2,671+148.3% |
| Participant deferral / active EE | $5,977 | $4,310+38.7% | $6,223-3.9% | $4,126+44.9% |
| Admin fee / account holder | $4,641 | $5,404-14.1% | $9,017-48.5% | $5,651-17.9% |