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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 | $161,656 | $88,672+82.3% | $105,223+53.6% | $82,448+96.1% |
| Participation rate | 95.6% | 67.9%+27.6pp | 75.0%+20.5pp | 68.1%+27.5pp |
| Annual return | 15.82% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $10,089 | $3,048+231.0% | $3,689+173.5% | $2,551+295.5% |
| Participant deferral / active EE | $8,700 | $4,036+115.6% | $5,072+71.5% | $4,139+110.2% |
| Admin fee / account holder | $3,757 | $7,146-47.4% | $8,859-57.6% | $7,234-48.1% |