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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 | $162,169 | $106,524+52.2% | $152,301+6.5% | $87,485+85.4% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.4%+14.3pp | 68.9%+27.8pp |
| Annual return | 14.91% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $4,595 | $3,371+36.3% | $4,624-0.6% | $2,596+77.0% |
| Participant deferral / active EE | $7,433 | $6,525+13.9% | $8,004-7.1% | $4,274+73.9% |
| Admin fee / account holder | $6,261 | $8,287-24.4% | $14,398-56.5% | $7,775-19.5% |