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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 | $172,223 | $106,749+61.3% | $145,433+18.4% | $82,448+108.9% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 16.56% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,363 | $3,444+84.7% | $4,554+39.7% | $2,551+149.4% |
| Participant deferral / active EE | $12,727 | $6,519+95.2% | $7,897+61.2% | $4,139+207.5% |
| Admin fee / account holder | $1,139 | $8,390-86.4% | $13,129-91.3% | $7,234-84.3% |