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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 | $160,825 | $99,994+60.8% | $146,647+9.7% | $85,851+87.3% |
| Participation rate | 97.3% | 73.1%+24.2pp | 80.1%+17.2pp | 69.3%+28.0pp |
| Annual return | 12.74% | 18.93%-6.2pp | 22.75%-10.0pp | 318.63%-305.9pp |
| Employer contribution / active EE | $6,714 | $2,559+162.4% | $4,137+62.3% | $2,565+161.7% |
| Participant deferral / active EE | $6,375 | $4,006+59.1% | $5,506+15.8% | $3,952+61.3% |
| Admin fee / account holder | $13,406 | $7,703+74.0% | $10,281+30.4% | $6,261+114.1% |