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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 | $148,650 | $81,358+82.7% | $155,556-4.4% | $80,959+83.6% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.4pp |
| Annual return | 16.32% | 33.39%-17.1pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $8,857 | $3,106+185.1% | $4,675+89.4% | $2,757+221.2% |
| Participant deferral / active EE | $5,903 | $3,455+70.8% | $5,631+4.8% | $4,300+37.3% |
| Admin fee / account holder | $351 | $7,994-95.6% | $15,885-97.8% | $6,925-94.9% |