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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 | $156,816 | $81,358+92.7% | $155,556+0.8% | $80,959+93.7% |
| Participation rate | 94.0% | 66.3%+27.8pp | 78.2%+15.8pp | 67.7%+26.4pp |
| Annual return | 18.66% | 33.39%-14.7pp | 64.84%-46.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $5,097 | $3,106+64.1% | $4,675+9.0% | $2,757+84.9% |
| Participant deferral / active EE | $5,586 | $3,455+61.7% | $5,631-0.8% | $4,300+29.9% |
| Admin fee / account holder | $8,905 | $7,994+11.4% | $15,885-43.9% | $6,925+28.6% |