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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 | $156,158 | $93,055+67.8% | $153,741+1.6% | $80,959+92.9% |
| Participation rate | 92.9% | 69.0%+23.9pp | 77.1%+15.8pp | 67.7%+25.2pp |
| Annual return | 11.45% | 19.97%-8.5pp | 15.71%-4.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $7,660 | $3,504+118.6% | $5,042+51.9% | $2,757+177.8% |
| Participant deferral / active EE | $4,385 | $5,172-15.2% | $6,757-35.1% | $4,300+2.0% |
| Admin fee / account holder | $4,769 | $8,881-46.3% | $12,749-62.6% | $6,925-31.1% |