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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 | $172,712 | $78,690+119.5% | $161,489+7.0% | $87,485+97.4% |
| Participation rate | 73.1% | 67.5%+5.7pp | 78.7%-5.6pp | 68.9%+4.2pp |
| Annual return | 16.96% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $6,995 | $2,588+170.3% | $4,268+63.9% | $2,596+169.4% |
| Participant deferral / active EE | $6,592 | $3,311+99.1% | $5,630+17.1% | $4,274+54.3% |
| Admin fee / account holder | $15,381 | $6,724+128.8% | $16,006-3.9% | $7,775+97.8% |