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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 | $122,506 | $125,797-2.6% | $170,043-28.0% | $75,173+63.0% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 23.47% | 27.20%-3.7pp | 53.40%-29.9pp | 160.72%-137.2pp |
| Employer contribution / active EE | $13,589 | $4,616+194.4% | $6,790+100.1% | $2,671+408.8% |
| Participant deferral / active EE | $13,451 | $6,838+96.7% | $10,410+29.2% | $4,126+226.0% |
| Admin fee / account holder | $8,187 | $8,177+0.1% | $12,824-36.2% | $5,651+44.9% |