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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 | $81,276+95.4% | $155,574+2.1% | $80,925+96.3% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 12.31% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $8,861 | $3,103+185.6% | $4,676+89.5% | $2,756+221.5% |
| Participant deferral / active EE | $3,515 | $3,453+1.8% | $5,629-37.6% | $4,299-18.2% |
| Admin fee / account holder | $10,425 | $7,993+30.4% | $15,914-34.5% | $6,940+50.2% |