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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 | $163,041 | $79,557+104.9% | $118,746+37.3% | $70,124+132.5% |
| Participation rate | 91.2% | 71.4%+19.8pp | 78.3%+12.9pp | 69.5%+21.6pp |
| Annual return | 16.38% | 25.64%-9.3pp | 24.54%-8.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $7,257 | $2,861+153.6% | $4,193+73.1% | $2,342+209.8% |
| Participant deferral / active EE | $11,045 | $4,089+170.1% | $5,332+107.1% | $3,332+231.5% |
| Admin fee / account holder | $3,534 | $5,374-34.2% | $10,720-67.0% | $4,645-23.9% |