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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 | $158,836 | $81,358+95.2% | $155,556+2.1% | $80,959+96.2% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 12.31% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $8,861 | $3,106+185.3% | $4,675+89.5% | $2,757+221.4% |
| Participant deferral / active EE | $3,515 | $3,455+1.7% | $5,631-37.6% | $4,300-18.3% |
| Admin fee / account holder | $10,425 | $7,994+30.4% | $15,885-34.4% | $6,925+50.5% |