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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 | $160,629 | $81,331+97.5% | $155,534+3.3% | $80,935+98.5% |
| Participation rate | 89.5% | 66.3%+23.2pp | 78.2%+11.3pp | 67.7%+21.8pp |
| Annual return | 12.50% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $7,667 | $3,105+146.9% | $4,675+64.0% | $2,757+178.1% |
| Participant deferral / active EE | $11,108 | $3,454+221.6% | $5,630+97.3% | $4,299+158.4% |
| Admin fee / account holder | $36,620 | $7,999+357.8% | $15,900+130.3% | $6,924+428.9% |