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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 | $170,747 | $107,421+59.0% | $182,262-6.3% | $94,015+81.6% |
| Participation rate | 97.5% | 77.8%+19.7pp | 84.2%+13.3pp | 70.8%+26.7pp |
| Annual return | 16.02% | 21.32%-5.3pp | 140.60%-124.6pp | 17.84%-1.8pp |
| Employer contribution / active EE | $6,712 | $3,448+94.7% | $5,046+33.0% | $2,790+140.6% |
| Participant deferral / active EE | $6,811 | $6,558+3.9% | $8,276-17.7% | $4,249+60.3% |
| Admin fee / account holder | $8,220 | $8,692-5.4% | $16,712-50.8% | $8,951-8.2% |