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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 | $163,555 | $81,276+101.2% | $155,574+5.1% | $80,925+102.1% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.7%+19.6pp |
| Annual return | 12.73% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $7,456 | $3,103+140.3% | $4,676+59.5% | $2,756+170.5% |
| Participant deferral / active EE | $5,731 | $3,453+66.0% | $5,629+1.8% | $4,299+33.3% |
| Admin fee / account holder | $23,408 | $7,993+192.8% | $15,914+47.1% | $6,940+237.3% |