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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 | $169,652 | $125,797+34.9% | $170,057-0.2% | $75,177+125.7% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 35.40% | 27.20%+8.2pp | 53.42%-18.0pp | 160.75%-125.3pp |
| Employer contribution / active EE | $10,616 | $4,616+130.0% | $6,790+56.3% | $2,671+297.4% |
| Participant deferral / active EE | $18,827 | $6,838+175.3% | $10,411+80.8% | $4,126+356.3% |
| Admin fee / account holder | $1,525 | $8,177-81.4% | $12,826-88.1% | $5,651-73.0% |