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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 | $162,294 | $107,733+50.6% | $92,985+74.5% | $154,746+4.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 13.17% | 30.39%-17.2pp | 27.99%-14.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $6,458 | $3,126+106.6% | $2,662+142.6% | $4,379+47.5% |
| Participant deferral / active EE | $3,768 | $5,053-25.4% | $4,377-13.9% | $6,730-44.0% |
| Admin fee / account holder | $5,469 | $11,369-51.9% | $9,463-42.2% | $14,365-61.9% |