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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 | $157,870 | $88,672+78.0% | $105,223+50.0% | $82,448+91.5% |
| Participation rate | 88.0% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+19.9pp |
| Annual return | 17.29% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $14,008 | $3,048+359.6% | $3,689+279.8% | $2,551+449.1% |
| Participant deferral / active EE | $4,491 | $4,036+11.3% | $5,072-11.5% | $4,139+8.5% |
| Admin fee / account holder | $4,812 | $7,146-32.7% | $8,859-45.7% | $7,234-33.5% |