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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 | $156,745 | $106,864+46.7% | $147,318+6.4% | $82,637+89.7% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 18.60% | 27.49%-8.9pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $6,854 | $3,417+100.6% | $4,593+49.2% | $2,552+168.6% |
| Participant deferral / active EE | $14,806 | $6,496+127.9% | $7,906+87.3% | $4,126+258.8% |
| Admin fee / account holder | $6,582 | $8,415-21.8% | $13,708-52.0% | $7,339-10.3% |