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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 | $179,223 | $81,358+120.3% | $155,556+15.2% | $80,959+121.4% |
| Participation rate | 86.3% | 66.3%+20.0pp | 78.2%+8.0pp | 67.7%+18.6pp |
| Annual return | 19.53% | 33.39%-13.9pp | 64.84%-45.3pp | 35.67%-16.1pp |
| Employer contribution / active EE | $3,155 | $3,106+1.6% | $4,675-32.5% | $2,757+14.4% |
| Participant deferral / active EE | $17,038 | $3,455+393.1% | $5,631+202.6% | $4,300+296.2% |
| Admin fee / account holder | $17,491 | $7,994+118.8% | $15,885+10.1% | $6,925+152.6% |