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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 | $142,909 | $77,814+83.7% | $158,223-9.7% | $86,983+64.3% |
| Participation rate | 96.7% | 68.4%+28.3pp | 79.2%+17.5pp | 69.5%+27.1pp |
| Annual return | 17.07% | 30.54%-13.5pp | 52.09%-35.0pp | 25.83%-8.8pp |
| Employer contribution / active EE | $7,183 | $2,592+177.1% | $4,109+74.8% | $2,584+177.9% |
| Participant deferral / active EE | $4,148 | $3,270+26.9% | $5,467-24.1% | $4,194-1.1% |
| Admin fee / account holder | $3,790 | $5,879-35.5% | $16,047-76.4% | $7,856-51.8% |