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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 | $165,024 | $81,331+102.9% | $155,534+6.1% | $80,935+103.9% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 12.27% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $8,315 | $3,105+167.8% | $4,675+77.9% | $2,757+201.6% |
| Participant deferral / active EE | $6,090 | $3,454+76.3% | $5,630+8.2% | $4,299+41.6% |
| Admin fee / account holder | $1,045 | $7,999-86.9% | $15,900-93.4% | $6,924-84.9% |