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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 | $172,710 | $80,992+113.2% | $96,534+78.9% | $75,173+129.8% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 17.31% | 27.05%-9.7pp | 25.88%-8.6pp | 160.72%-143.4pp |
| Employer contribution / active EE | $3,958 | $2,283+73.4% | $2,965+33.5% | $2,671+48.2% |
| Participant deferral / active EE | $6,332 | $3,929+61.1% | $4,851+30.5% | $4,126+53.4% |
| Admin fee / account holder | $18,994 | $6,717+182.8% | $8,253+130.1% | $5,651+236.1% |